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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 | $18,946 | $138,102-86.3% | $125,381-84.9% | $134,532-85.9% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -26.30% | 750.73%-777.0pp | 572.31%-598.6pp | 418.27%-444.6pp |
| Employer contribution / active EE | $1,796 | $5,245-65.8% | $4,815-62.7% | $4,741-62.1% |
| Participant deferral / active EE | $6,340 | $7,801-18.7% | $7,448-14.9% | $6,401-1.0% |
| Admin fee / account holder | $1,849 | $11,568-84.0% | $10,007-81.5% | $11,429-83.8% |