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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 | $19,097 | $92,684-79.4% | $82,706-76.9% | $134,509-85.8% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -40.20% | 945.84%-986.0pp | 701.76%-742.0pp | 418.13%-458.3pp |
| Employer contribution / active EE | $1,636 | $3,272-50.0% | $3,007-45.6% | $4,741-65.5% |
| Participant deferral / active EE | $7,411 | $4,800+54.4% | $4,394+68.7% | $6,400+15.8% |
| Admin fee / account holder | $3,536 | $5,982-40.9% | $5,329-33.6% | $11,427-69.1% |