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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 | $13,786 | $92,743-85.1% | $82,744-83.3% | $134,532-89.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -22.48% | 946.63%-969.1pp | 702.22%-724.7pp | 418.27%-440.7pp |
| Employer contribution / active EE | $774 | $3,273-76.4% | $3,008-74.3% | $4,741-83.7% |
| Participant deferral / active EE | $1,528 | $4,802-68.2% | $4,395-65.2% | $6,401-76.1% |
| Admin fee / account holder | $444 | $5,977-92.6% | $5,325-91.7% | $11,429-96.1% |