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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 | $14,198 | $92,684-84.7% | $82,706-82.8% | $134,509-89.4% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -24.60% | 945.84%-970.4pp | 701.76%-726.4pp | 418.13%-442.7pp |
| Employer contribution / active EE | $389 | $3,272-88.1% | $3,007-87.1% | $4,741-91.8% |
| Participant deferral / active EE | $3,210 | $4,800-33.1% | $4,394-26.9% | $6,400-49.8% |
| Admin fee / account holder | $853 | $5,982-85.7% | $5,329-84.0% | $11,427-92.5% |