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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 | $24,958 | $138,102-81.9% | $125,381-80.1% | $134,532-81.4% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -29.90% | 750.73%-780.6pp | 572.31%-602.2pp | 418.27%-448.2pp |
| Employer contribution / active EE | $1,555 | $5,245-70.4% | $4,815-67.7% | $4,741-67.2% |
| Participant deferral / active EE | $5,356 | $7,801-31.3% | $7,448-28.1% | $6,401-16.3% |
| Admin fee / account holder | $319 | $11,568-97.2% | $10,007-96.8% | $11,429-97.2% |