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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 | $39,668 | $92,684-57.2% | $82,706-52.0% | $134,509-70.5% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -22.77% | 945.84%-968.6pp | 701.76%-724.5pp | 418.13%-440.9pp |
| Employer contribution / active EE | $490 | $3,272-85.0% | $3,007-83.7% | $4,741-89.7% |
| Participant deferral / active EE | $1,226 | $4,800-74.5% | $4,394-72.1% | $6,400-80.8% |
| Admin fee / account holder | $1,058 | $5,982-82.3% | $5,329-80.1% | $11,427-90.7% |