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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 | $58,343 | $90,617-35.6% | $79,476-26.6% | $135,382-56.9% |
| Participation rate | 25.0% | 76.1%-51.1pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -9.79% | 977.57%-987.4pp | 718.21%-728.0pp | 519.77%-529.6pp |
| Employer contribution / active EE | $482 | $3,068-84.3% | $2,800-82.8% | $4,779-89.9% |
| Participant deferral / active EE | $3,424 | $4,050-15.5% | $3,704-7.5% | $5,609-38.9% |
| Admin fee / account holder | $2,483 | $5,907-58.0% | $5,113-51.5% | $10,829-77.1% |