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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 | $21,100 | $97,761-78.4% | $83,850-74.8% | $135,382-84.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -11.23% | 1287.44%-1298.7pp | 850.92%-862.2pp | 519.77%-531.0pp |
| Employer contribution / active EE | $1,600 | $4,222-62.1% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $2,400 | $4,682-48.7% | $4,082-41.2% | $5,609-57.2% |
| Admin fee / account holder | $787 | $6,674-88.2% | $5,478-85.6% | $10,829-92.7% |