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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 | $11,987 | $103,949-88.5% | $69,182-82.7% | $273,972-95.6% |
| Participation rate | 14.3% | 67.4%-53.1pp | 55.1%-40.8pp | 83.0%-68.7pp |
| Annual return | -250.91% | 35.28%-286.2pp | -21.93%-229.0pp | 41.46%-292.4pp |
| Employer contribution / active EE | $1,226 | $1,783-31.2% | $1,206+1.6% | $4,869-74.8% |
| Participant deferral / active EE | $2,583 | $2,716-4.9% | $1,897+36.2% | $5,287-51.1% |
| Admin fee / account holder | $489 | $3,671-86.7% | $2,697-81.9% | $10,133-95.2% |