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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 | $19,210 | $112,933-83.0% | $90,970-78.9% | $158,982-87.9% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | -9.02% | 215.82%-224.8pp | 134.60%-143.6pp | 302.99%-312.0pp |
| Employer contribution / active EE | $909 | $2,893-68.6% | $2,122-57.2% | $4,763-80.9% |
| Participant deferral / active EE | $1,558 | $4,128-62.3% | $3,373-53.8% | $5,983-74.0% |
| Admin fee / account holder | $340 | $8,047-95.8% | $5,961-94.3% | $11,252-97.0% |