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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 | $23,929 | $90,606-73.6% | $79,466-69.9% | $135,379-82.3% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -13.59% | 977.69%-991.3pp | 718.28%-731.9pp | 519.79%-533.4pp |
| Employer contribution / active EE | $306 | $3,068-90.0% | $2,800-89.1% | $4,779-93.6% |
| Participant deferral / active EE | $2,861 | $4,050-29.4% | $3,704-22.8% | $5,609-49.0% |
| Admin fee / account holder | $1,897 | $5,895-67.8% | $5,104-62.8% | $10,828-82.5% |