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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 | $49,112 | $92,743-47.0% | $82,744-40.6% | $134,532-63.5% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -20.98% | 946.63%-967.6pp | 702.22%-723.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $832 | $3,273-74.6% | $3,008-72.3% | $4,741-82.5% |
| Participant deferral / active EE | $2,288 | $4,802-52.3% | $4,395-47.9% | $6,401-64.3% |
| Admin fee / account holder | $600 | $5,977-90.0% | $5,325-88.7% | $11,429-94.7% |