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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 | $19,628 | $88,754-77.9% | $81,820-76.0% | $145,877-86.5% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | -12.69% | 1031.77%-1044.5pp | 777.93%-790.6pp | 551.28%-564.0pp |
| Employer contribution / active EE | $2,367 | $3,085-23.3% | $2,915-18.8% | $4,663-49.2% |
| Participant deferral / active EE | $3,167 | $4,648-31.8% | $4,323-26.7% | $6,691-52.7% |
| Admin fee / account holder | $5,534 | $8,424-34.3% | $7,391-25.1% | $13,402-58.7% |