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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 | $58,727 | $102,595-42.8% | $94,057-37.6% | $154,746-62.0% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 80.7%-55.7pp |
| Annual return | -18.03% | 583.42%-601.4pp | 480.62%-498.6pp | 172.34%-190.4pp |
| Employer contribution / active EE | $473 | $3,147-85.0% | $2,933-83.9% | $4,379-89.2% |
| Participant deferral / active EE | $1,350 | $5,118-73.6% | $4,709-71.3% | $6,730-79.9% |
| Admin fee / account holder | $409 | $7,736-94.7% | $7,244-94.4% | $14,365-97.2% |