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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 | $13,620 | $110,039-87.6% | $97,260-86.0% | $145,884-90.7% |
| Participation rate | 56.5% | 75.9%-19.4pp | 72.7%-16.1pp | 80.3%-23.8pp |
| Annual return | -50.95% | 244.44%-295.4pp | 75.54%-126.5pp | 551.85%-602.8pp |
| Employer contribution / active EE | $698 | $3,074-77.3% | $2,721-74.3% | $4,662-85.0% |
| Participant deferral / active EE | $2,294 | $4,674-50.9% | $4,262-46.2% | $6,690-65.7% |
| Admin fee / account holder | $1,199 | $6,204-80.7% | $5,640-78.7% | $13,392-91.0% |