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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 | $29,893 | $84,551-64.6% | $61,452-51.4% | $134,532-77.8% |
| Participation rate | 4.5% | 62.2%-57.7pp | 52.6%-48.0pp | 81.2%-76.7pp |
| Annual return | -30.50% | 585.39%-615.9pp | 338.96%-369.5pp | 418.27%-448.8pp |
| Employer contribution / active EE | $74 | $1,545-95.2% | $1,160-93.6% | $4,741-98.4% |
| Participant deferral / active EE | $474 | $2,818-83.2% | $2,125-77.7% | $6,401-92.6% |
| Admin fee / account holder | $2,680 | $2,587+3.6% | $2,131+25.8% | $11,429-76.5% |