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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 | $11,447 | $93,117-87.7% | $77,096-85.2% | $134,532-91.5% |
| Participation rate | 38.1% | 74.5%-36.4pp | 67.9%-29.8pp | 81.2%-43.1pp |
| Annual return | -25.43% | 62.67%-88.1pp | 42.35%-67.8pp | 418.27%-443.7pp |
| Employer contribution / active EE | $515 | $3,420-85.0% | $2,814-81.7% | $4,741-89.1% |
| Participant deferral / active EE | $2,440 | $5,241-53.4% | $4,429-44.9% | $6,401-61.9% |
| Admin fee / account holder | $563 | $6,948-91.9% | $5,428-89.6% | $11,429-95.1% |