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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 | $15,292 | $92,766-83.5% | $82,763-81.5% | $134,545-88.6% |
| Participation rate | 53.8% | 75.2%-21.4pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -22.59% | 946.97%-969.6pp | 702.45%-725.0pp | 418.37%-441.0pp |
| Employer contribution / active EE | $1,881 | $3,273-42.5% | $3,008-37.5% | $4,742-60.3% |
| Participant deferral / active EE | $2,335 | $4,802-51.4% | $4,395-46.9% | $6,401-63.5% |
| Admin fee / account holder | $833 | $5,978-86.1% | $5,325-84.4% | $11,431-92.7% |