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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 | $17,646 | $92,684-81.0% | $82,706-78.7% | $134,509-86.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -33.29% | 945.84%-979.1pp | 701.76%-735.1pp | 418.13%-451.4pp |
| Employer contribution / active EE | $4,250 | $3,272+29.9% | $3,007+41.3% | $4,741-10.3% |
| Participant deferral / active EE | $5,052 | $4,800+5.3% | $4,394+15.0% | $6,400-21.1% |
| Admin fee / account holder | $1,572 | $5,982-73.7% | $5,329-70.5% | $11,427-86.2% |