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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 | $48,668 | $92,766-47.5% | $82,763-41.2% | $134,545-63.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -29.28% | 946.97%-976.2pp | 702.45%-731.7pp | 418.37%-447.6pp |
| Employer contribution / active EE | $1,263 | $3,273-61.4% | $3,008-58.0% | $4,742-73.4% |
| Participant deferral / active EE | $6,819 | $4,802+42.0% | $4,395+55.2% | $6,401+6.5% |
| Admin fee / account holder | $493 | $5,978-91.8% | $5,325-90.7% | $11,431-95.7% |