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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 | $11,647 | $100,938-88.5% | $90,461-87.1% | $158,982-92.7% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | -1.77% | 1727.20%-1729.0pp | 1294.76%-1296.5pp | 302.99%-304.8pp |
| Employer contribution / active EE | $996 | $3,691-73.0% | $3,264-69.5% | $4,763-79.1% |
| Participant deferral / active EE | $1,947 | $4,350-55.2% | $3,964-50.9% | $5,983-67.5% |
| Admin fee / account holder | $1,602 | $6,510-75.4% | $5,617-71.5% | $11,252-85.8% |