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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 | $9,176 | $92,684-90.1% | $82,706-88.9% | $134,509-93.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -41.65% | 945.84%-987.5pp | 701.76%-743.4pp | 418.13%-459.8pp |
| Employer contribution / active EE | $1,125 | $3,272-65.6% | $3,007-62.6% | $4,741-76.3% |
| Participant deferral / active EE | $2,250 | $4,800-53.1% | $4,394-48.8% | $6,400-64.8% |
| Admin fee / account holder | $395 | $5,982-93.4% | $5,329-92.6% | $11,427-96.5% |