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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 | $18,767 | $92,684-79.8% | $82,706-77.3% | $134,509-86.0% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -21.97% | 945.84%-967.8pp | 701.76%-723.7pp | 418.13%-440.1pp |
| Employer contribution / active EE | $1,271 | $3,272-61.2% | $3,007-57.7% | $4,741-73.2% |
| Participant deferral / active EE | $1,552 | $4,800-67.7% | $4,394-64.7% | $6,400-75.8% |
| Admin fee / account holder | $946 | $5,982-84.2% | $5,329-82.3% | $11,427-91.7% |