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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 | $15,397 | $138,078-88.8% | $125,363-87.7% | $134,509-88.6% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -28.76% | 750.49%-779.3pp | 572.15%-600.9pp | 418.13%-446.9pp |
| Employer contribution / active EE | $1,121 | $5,245-78.6% | $4,815-76.7% | $4,741-76.4% |
| Participant deferral / active EE | $3,034 | $7,800-61.1% | $7,447-59.3% | $6,400-52.6% |
| Admin fee / account holder | $1,542 | $11,566-86.7% | $10,005-84.6% | $11,427-86.5% |