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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 | $25,966 | $138,102-81.2% | $125,381-79.3% | $134,532-80.7% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -21.22% | 750.73%-771.9pp | 572.31%-593.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,308 | $5,245-56.0% | $4,815-52.1% | $4,741-51.3% |
| Participant deferral / active EE | $6,123 | $7,801-21.5% | $7,448-17.8% | $6,401-4.3% |
| Admin fee / account holder | $363 | $11,568-96.9% | $10,007-96.4% | $11,429-96.8% |