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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 | $15,680 | $97,729-84.0% | $83,830-81.3% | $135,379-88.4% |
| Participation rate | 56.3% | 80.0%-23.7pp | 76.1%-19.9pp | 82.6%-26.4pp |
| Annual return | -12.45% | 1287.52%-1300.0pp | 850.97%-863.4pp | 519.79%-532.2pp |
| Employer contribution / active EE | $838 | $4,222-80.1% | $3,631-76.9% | $4,779-82.5% |
| Participant deferral / active EE | $2,575 | $4,683-45.0% | $4,082-36.9% | $5,609-54.1% |
| Admin fee / account holder | $500 | $6,674-92.5% | $5,479-90.9% | $10,828-95.4% |