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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 | $12,365 | $92,743-86.7% | $82,744-85.1% | $134,532-90.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -23.26% | 946.63%-969.9pp | 702.22%-725.5pp | 418.27%-441.5pp |
| Employer contribution / active EE | $911 | $3,273-72.2% | $3,008-69.7% | $4,741-80.8% |
| Participant deferral / active EE | $4,274 | $4,802-11.0% | $4,395-2.7% | $6,401-33.2% |
| Admin fee / account holder | $637 | $5,977-89.3% | $5,325-88.0% | $11,429-94.4% |