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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 | $17,670 | $90,606-80.5% | $79,466-77.8% | $135,379-86.9% |
| Participation rate | 42.1% | 76.0%-33.9pp | 73.3%-31.2pp | 82.6%-40.5pp |
| Annual return | -11.02% | 977.69%-988.7pp | 718.28%-729.3pp | 519.79%-530.8pp |
| Employer contribution / active EE | $99 | $3,068-96.8% | $2,800-96.5% | $4,779-97.9% |
| Participant deferral / active EE | $2,742 | $4,050-32.3% | $3,704-26.0% | $5,609-51.1% |
| Admin fee / account holder | $5,029 | $5,895-14.7% | $5,104-1.5% | $10,828-53.6% |