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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 | $15,514 | $92,766-83.3% | $82,763-81.3% | $134,545-88.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -31.93% | 946.97%-978.9pp | 702.45%-734.4pp | 418.37%-450.3pp |
| Employer contribution / active EE | $1,682 | $3,273-48.6% | $3,008-44.1% | $4,742-64.5% |
| Participant deferral / active EE | $4,039 | $4,802-15.9% | $4,395-8.1% | $6,401-36.9% |
| Admin fee / account holder | $1,809 | $5,978-69.7% | $5,325-66.0% | $11,431-84.2% |