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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 | $27,275 | $138,102-80.2% | $125,381-78.2% | $134,532-79.7% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -23.50% | 750.73%-774.2pp | 572.31%-595.8pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,099 | $5,245-79.1% | $4,815-77.2% | $4,741-76.8% |
| Participant deferral / active EE | $4,388 | $7,801-43.7% | $7,448-41.1% | $6,401-31.4% |
| Admin fee / account holder | $1,169 | $11,568-89.9% | $10,007-88.3% | $11,429-89.8% |