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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 | $12,012 | $84,551-85.8% | $61,452-80.5% | $134,532-91.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -34.64% | 585.39%-620.0pp | 338.96%-373.6pp | 418.27%-452.9pp |
| Employer contribution / active EE | $618 | $1,545-60.0% | $1,160-46.7% | $4,741-87.0% |
| Participant deferral / active EE | $1,536 | $2,818-45.5% | $2,125-27.7% | $6,401-76.0% |
| Admin fee / account holder | $4,719 | $2,587+82.4% | $2,131+121.5% | $11,429-58.7% |