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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,852 | $92,684-87.2% | $82,706-85.7% | $134,509-91.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -27.64% | 945.84%-973.5pp | 701.76%-729.4pp | 418.13%-445.8pp |
| Employer contribution / active EE | $5,494 | $3,272+67.9% | $3,007+82.7% | $4,741+15.9% |
| Participant deferral / active EE | $1,984 | $4,800-58.7% | $4,394-54.9% | $6,400-69.0% |
| Admin fee / account holder | $498 | $5,982-91.7% | $5,329-90.6% | $11,427-95.6% |