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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 | $21,683 | $90,607-76.1% | $79,467-72.7% | $135,380-84.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 82.6%-49.3pp |
| Annual return | -30.08% | 977.74%-1007.8pp | 718.30%-748.4pp | 519.81%-549.9pp |
| Employer contribution / active EE | $1,003 | $3,068-67.3% | $2,800-64.2% | $4,779-79.0% |
| Participant deferral / active EE | $1,445 | $4,050-64.3% | $3,704-61.0% | $5,609-74.2% |
| Admin fee / account holder | $1,574 | $5,895-73.3% | $5,104-69.2% | $10,828-85.5% |