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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 | $14,420 | $90,617-84.1% | $79,476-81.9% | $135,382-89.3% |
| Participation rate | 64.7% | 76.1%-11.3pp | 73.3%-8.6pp | 82.6%-17.9pp |
| Annual return | -19.25% | 977.57%-996.8pp | 718.21%-737.5pp | 519.77%-539.0pp |
| Employer contribution / active EE | $1,416 | $3,068-53.8% | $2,800-49.4% | $4,779-70.4% |
| Participant deferral / active EE | $6,277 | $4,050+55.0% | $3,704+69.5% | $5,609+11.9% |
| Admin fee / account holder | $360 | $5,907-93.9% | $5,113-93.0% | $10,829-96.7% |