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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 | $17,993 | $101,283-82.2% | $75,826-76.3% | $135,379-86.7% |
| Participation rate | 40.0% | 72.7%-32.7pp | 68.2%-28.2pp | 82.6%-42.6pp |
| Annual return | -17.27% | 3384.62%-3401.9pp | 1914.15%-1931.4pp | 519.79%-537.1pp |
| Employer contribution / active EE | $994 | $2,382-58.3% | $1,913-48.1% | $4,779-79.2% |
| Participant deferral / active EE | $2,470 | $3,469-28.8% | $2,862-13.7% | $5,609-56.0% |
| Admin fee / account holder | $898 | $6,539-86.3% | $4,726-81.0% | $10,828-91.7% |