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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 | $21,928 | $82,630-73.5% | $64,105-65.8% | $125,389-82.5% |
| Participation rate | 41.7% | 75.9%-34.2pp | 68.2%-26.5pp | 83.2%-41.5pp |
| Annual return | -9.64% | 1489.72%-1499.4pp | 791.24%-800.9pp | 282.24%-291.9pp |
| Employer contribution / active EE | $866 | $2,671-67.6% | $1,820-52.4% | $4,866-82.2% |
| Participant deferral / active EE | $4,340 | $3,608+20.3% | $2,822+53.8% | $5,352-18.9% |
| Admin fee / account holder | $542 | $6,382-91.5% | $4,499-87.9% | $9,541-94.3% |