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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 | $19,396 | $138,114-86.0% | $125,391-84.5% | $134,545-85.6% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -26.48% | 750.88%-777.4pp | 572.41%-598.9pp | 418.37%-444.9pp |
| Employer contribution / active EE | $975 | $5,246-81.4% | $4,816-79.8% | $4,742-79.4% |
| Participant deferral / active EE | $4,469 | $7,801-42.7% | $7,448-40.0% | $6,401-30.2% |
| Admin fee / account holder | $2,519 | $11,570-78.2% | $10,009-74.8% | $11,431-78.0% |