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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 | $17,315 | $92,684-81.3% | $82,706-79.1% | $134,509-87.1% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -46.43% | 945.84%-992.3pp | 701.76%-748.2pp | 418.13%-464.6pp |
| Employer contribution / active EE | $1,380 | $3,272-57.8% | $3,007-54.1% | $4,741-70.9% |
| Participant deferral / active EE | $5,204 | $4,800+8.4% | $4,394+18.4% | $6,400-18.7% |
| Admin fee / account holder | $3,034 | $5,982-49.3% | $5,329-43.1% | $11,427-73.5% |