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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 | $25,029 | $138,102-81.9% | $125,381-80.0% | $134,532-81.4% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -22.52% | 750.73%-773.2pp | 572.31%-594.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $1,313 | $5,245-75.0% | $4,815-72.7% | $4,741-72.3% |
| Participant deferral / active EE | $5,257 | $7,801-32.6% | $7,448-29.4% | $6,401-17.9% |
| Admin fee / account holder | $740 | $11,568-93.6% | $10,007-92.6% | $11,429-93.5% |