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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 | $11,852 | $92,743-87.2% | $82,744-85.7% | $134,532-91.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -27.64% | 946.63%-974.3pp | 702.22%-729.9pp | 418.27%-445.9pp |
| Employer contribution / active EE | $5,494 | $3,273+67.9% | $3,008+82.6% | $4,741+15.9% |
| Participant deferral / active EE | $1,984 | $4,802-58.7% | $4,395-54.9% | $6,401-69.0% |
| Admin fee / account holder | $498 | $5,977-91.7% | $5,325-90.6% | $11,429-95.6% |