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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 | $18,461 | $92,766-80.1% | $82,763-77.7% | $134,545-86.3% |
| Participation rate | 38.9% | 75.2%-36.3pp | 72.6%-33.7pp | 81.2%-42.3pp |
| Annual return | -21.36% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,528 | $3,273-53.3% | $3,008-49.2% | $4,742-67.8% |
| Participant deferral / active EE | $2,084 | $4,802-56.6% | $4,395-52.6% | $6,401-67.4% |
| Admin fee / account holder | $2,653 | $5,978-55.6% | $5,325-50.2% | $11,431-76.8% |