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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 | $20,325 | $90,617-77.6% | $79,476-74.4% | $135,382-85.0% |
| Participation rate | 41.7% | 76.1%-34.4pp | 73.3%-31.7pp | 82.6%-41.0pp |
| Annual return | -15.51% | 977.57%-993.1pp | 718.21%-733.7pp | 519.77%-535.3pp |
| Employer contribution / active EE | $1,079 | $3,068-64.8% | $2,800-61.5% | $4,779-77.4% |
| Participant deferral / active EE | $3,828 | $4,050-5.5% | $3,704+3.4% | $5,609-31.7% |
| Admin fee / account holder | $825 | $5,907-86.0% | $5,113-83.9% | $10,829-92.4% |