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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 | $21,462 | $92,684-76.8% | $82,706-74.0% | $134,509-84.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -22.69% | 945.84%-968.5pp | 701.76%-724.4pp | 418.13%-440.8pp |
| Employer contribution / active EE | $1,254 | $3,272-61.7% | $3,007-58.3% | $4,741-73.6% |
| Participant deferral / active EE | $3,159 | $4,800-34.2% | $4,394-28.1% | $6,400-50.7% |
| Admin fee / account holder | $577 | $5,982-90.4% | $5,329-89.2% | $11,427-95.0% |