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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 | $20,663 | $97,729-78.9% | $83,830-75.4% | $135,379-84.7% |
| Participation rate | 64.3% | 80.0%-15.7pp | 76.1%-11.9pp | 82.6%-18.4pp |
| Annual return | -12.92% | 1287.52%-1300.4pp | 850.97%-863.9pp | 519.79%-532.7pp |
| Employer contribution / active EE | $1,410 | $4,222-66.6% | $3,631-61.2% | $4,779-70.5% |
| Participant deferral / active EE | $3,676 | $4,683-21.5% | $4,082-10.0% | $5,609-34.5% |
| Admin fee / account holder | $1,202 | $6,674-82.0% | $5,479-78.1% | $10,828-88.9% |