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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 | $17,093 | $138,102-87.6% | $125,381-86.4% | $134,532-87.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.89% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.2pp |
| Employer contribution / active EE | $2,418 | $5,245-53.9% | $4,815-49.8% | $4,741-49.0% |
| Participant deferral / active EE | $3,567 | $7,801-54.3% | $7,448-52.1% | $6,401-44.3% |
| Admin fee / account holder | $3,689 | $11,568-68.1% | $10,007-63.1% | $11,429-67.7% |