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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 | $18,376 | $138,102-86.7% | $125,381-85.3% | $134,532-86.3% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -23.60% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.9pp |
| Employer contribution / active EE | $1,893 | $5,245-63.9% | $4,815-60.7% | $4,741-60.1% |
| Participant deferral / active EE | $3,656 | $7,801-53.1% | $7,448-50.9% | $6,401-42.9% |
| Admin fee / account holder | $605 | $11,568-94.8% | $10,007-93.9% | $11,429-94.7% |