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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 | $37,949 | $92,766-59.1% | $82,763-54.1% | $134,545-71.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.82% | 946.97%-968.8pp | 702.45%-724.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $320 | $3,273-90.2% | $3,008-89.4% | $4,742-93.2% |
| Participant deferral / active EE | $1,539 | $4,802-68.0% | $4,395-65.0% | $6,401-76.0% |
| Admin fee / account holder | $353 | $5,978-94.1% | $5,325-93.4% | $11,431-96.9% |