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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 | $40,642 | $92,743-56.2% | $82,744-50.9% | $134,532-69.8% |
| Participation rate | 45.0% | 75.2%-30.2pp | 72.6%-27.6pp | 81.2%-36.2pp |
| Annual return | -21.83% | 946.63%-968.5pp | 702.22%-724.0pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,024 | $3,273-68.7% | $3,008-66.0% | $4,741-78.4% |
| Participant deferral / active EE | $1,443 | $4,802-69.9% | $4,395-67.2% | $6,401-77.5% |
| Admin fee / account holder | $946 | $5,977-84.2% | $5,325-82.2% | $11,429-91.7% |