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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 | $19,226 | $138,078-86.1% | $125,363-84.7% | $134,509-85.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -24.82% | 750.49%-775.3pp | 572.15%-597.0pp | 418.13%-443.0pp |
| Employer contribution / active EE | $2,025 | $5,245-61.4% | $4,815-57.9% | $4,741-57.3% |
| Participant deferral / active EE | $3,546 | $7,800-54.5% | $7,447-52.4% | $6,400-44.6% |
| Admin fee / account holder | $2,006 | $11,566-82.7% | $10,005-79.9% | $11,427-82.4% |