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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 | $63,743 | $92,743-31.3% | $82,744-23.0% | $134,532-52.6% |
| Participation rate | 23.1% | 75.2%-52.1pp | 72.6%-49.5pp | 81.2%-58.2pp |
| Annual return | -23.49% | 946.63%-970.1pp | 702.22%-725.7pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,716 | $3,273-47.6% | $3,008-42.9% | $4,741-63.8% |
| Participant deferral / active EE | $3,871 | $4,802-19.4% | $4,395-11.9% | $6,401-39.5% |
| Admin fee / account holder | $1,138 | $5,977-81.0% | $5,325-78.6% | $11,429-90.0% |