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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 | $10,678 | $88,585-87.9% | $69,884-84.7% | $134,532-92.1% |
| Participation rate | 35.3% | 74.9%-39.6pp | 70.5%-35.2pp | 81.2%-45.9pp |
| Annual return | -24.87% | 442.80%-467.7pp | 190.81%-215.7pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,219 | $3,235-62.3% | $2,560-52.4% | $4,741-74.3% |
| Participant deferral / active EE | $2,681 | $4,770-43.8% | $3,848-30.3% | $6,401-58.1% |
| Admin fee / account holder | $512 | $10,441-95.1% | $6,266-91.8% | $11,429-95.5% |