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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 | $22,406 | $138,102-83.8% | $125,381-82.1% | $134,532-83.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -26.39% | 750.73%-777.1pp | 572.31%-598.7pp | 418.27%-444.7pp |
| Employer contribution / active EE | $2,670 | $5,245-49.1% | $4,815-44.6% | $4,741-43.7% |
| Participant deferral / active EE | $13,096 | $7,801+67.9% | $7,448+75.8% | $6,401+104.6% |
| Admin fee / account holder | $3,388 | $11,568-70.7% | $10,007-66.1% | $11,429-70.4% |