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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 | $21,471 | $138,078-84.4% | $125,363-82.9% | $134,509-84.0% |
| Participation rate | 23.5% | 84.5%-61.0pp | 82.4%-58.8pp | 81.2%-57.7pp |
| Annual return | -30.50% | 750.49%-781.0pp | 572.15%-602.7pp | 418.13%-448.6pp |
| Employer contribution / active EE | $1,345 | $5,245-74.3% | $4,815-72.1% | $4,741-71.6% |
| Participant deferral / active EE | $3,170 | $7,800-59.4% | $7,447-57.4% | $6,400-50.5% |
| Admin fee / account holder | $542 | $11,566-95.3% | $10,005-94.6% | $11,427-95.3% |