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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 | $10,354 | $84,628-87.8% | $61,501-83.2% | $134,545-92.3% |
| Participation rate | 52.2% | 62.2%-10.0pp | 52.6%-0.4pp | 81.2%-29.1pp |
| Annual return | -35.26% | 585.61%-620.9pp | 339.04%-374.3pp | 418.37%-453.6pp |
| Employer contribution / active EE | $1,021 | $1,545-33.9% | $1,160-11.9% | $4,742-78.5% |
| Participant deferral / active EE | $1,933 | $2,819-31.4% | $2,125-9.0% | $6,401-69.8% |
| Admin fee / account holder | $613 | $2,587-76.3% | $2,132-71.3% | $11,431-94.6% |