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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 | $14,234 | $84,551-83.2% | $61,452-76.8% | $134,532-89.4% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -23.01% | 585.39%-608.4pp | 338.96%-362.0pp | 418.27%-441.3pp |
| Employer contribution / active EE | $245 | $1,545-84.1% | $1,160-78.9% | $4,741-94.8% |
| Participant deferral / active EE | $490 | $2,818-82.6% | $2,125-76.9% | $6,401-92.3% |
| Admin fee / account holder | $563 | $2,587-78.2% | $2,131-73.6% | $11,429-95.1% |