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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 | $15,305 | $92,743-83.5% | $82,744-81.5% | $134,532-88.6% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -28.49% | 946.63%-975.1pp | 702.22%-730.7pp | 418.27%-446.8pp |
| Employer contribution / active EE | $1,091 | $3,273-66.7% | $3,008-63.7% | $4,741-77.0% |
| Participant deferral / active EE | $3,824 | $4,802-20.4% | $4,395-13.0% | $6,401-40.3% |
| Admin fee / account holder | $1,081 | $5,977-81.9% | $5,325-79.7% | $11,429-90.5% |