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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 | $18,327 | $92,743-80.2% | $82,744-77.9% | $134,532-86.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -26.40% | 946.63%-973.0pp | 702.22%-728.6pp | 418.27%-444.7pp |
| Employer contribution / active EE | $1,832 | $3,273-44.0% | $3,008-39.1% | $4,741-61.4% |
| Participant deferral / active EE | $2,513 | $4,802-47.7% | $4,395-42.8% | $6,401-60.7% |
| Admin fee / account holder | $1,963 | $5,977-67.2% | $5,325-63.1% | $11,429-82.8% |