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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 | $15,597 | $92,743-83.2% | $82,744-81.1% | $134,532-88.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -21.09% | 946.63%-967.7pp | 702.22%-723.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,942 | $3,273-40.7% | $3,008-35.4% | $4,741-59.0% |
| Participant deferral / active EE | $2,566 | $4,802-46.6% | $4,395-41.6% | $6,401-59.9% |
| Admin fee / account holder | $610 | $5,977-89.8% | $5,325-88.5% | $11,429-94.7% |