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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 | $9,753 | $90,606-89.2% | $79,466-87.7% | $135,379-92.8% |
| Participation rate | 13.0% | 76.0%-63.0pp | 73.3%-60.3pp | 82.6%-69.6pp |
| Annual return | -141.71% | 977.69%-1119.4pp | 718.28%-860.0pp | 519.79%-661.5pp |
| Employer contribution / active EE | $414 | $3,068-86.5% | $2,800-85.2% | $4,779-91.3% |
| Participant deferral / active EE | $1,450 | $4,050-64.2% | $3,704-60.9% | $5,609-74.1% |
| Admin fee / account holder | $2,083 | $5,895-64.7% | $5,104-59.2% | $10,828-80.8% |