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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 | $35,718 | $92,766-61.5% | $82,763-56.8% | $134,545-73.5% |
| Participation rate | 61.1% | 75.2%-14.1pp | 72.6%-11.5pp | 81.2%-20.1pp |
| Annual return | -21.66% | 946.97%-968.6pp | 702.45%-724.1pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,766 | $3,273-46.0% | $3,008-41.3% | $4,742-62.8% |
| Participant deferral / active EE | $3,740 | $4,802-22.1% | $4,395-14.9% | $6,401-41.6% |
| Admin fee / account holder | $812 | $5,978-86.4% | $5,325-84.7% | $11,431-92.9% |