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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 | $23,780 | $138,114-82.8% | $125,391-81.0% | $134,545-82.3% |
| Participation rate | 46.7% | 84.5%-37.8pp | 82.4%-35.7pp | 81.2%-34.6pp |
| Annual return | -22.40% | 750.88%-773.3pp | 572.41%-594.8pp | 418.37%-440.8pp |
| Employer contribution / active EE | $1,362 | $5,246-74.0% | $4,816-71.7% | $4,742-71.3% |
| Participant deferral / active EE | $3,171 | $7,801-59.3% | $7,448-57.4% | $6,401-50.5% |
| Admin fee / account holder | $2,679 | $11,570-76.8% | $10,009-73.2% | $11,431-76.6% |