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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 | $21,698 | $92,684-76.6% | $82,706-73.8% | $134,509-83.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -29.41% | 945.84%-975.2pp | 701.76%-731.2pp | 418.13%-447.5pp |
| Employer contribution / active EE | $1,406 | $3,272-57.0% | $3,007-53.2% | $4,741-70.3% |
| Participant deferral / active EE | $1,952 | $4,800-59.3% | $4,394-55.6% | $6,400-69.5% |
| Admin fee / account holder | $2,655 | $5,982-55.6% | $5,329-50.2% | $11,427-76.8% |