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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 | $9,997 | $88,585-88.7% | $69,884-85.7% | $134,532-92.6% |
| Participation rate | 41.7% | 74.9%-33.2pp | 70.5%-28.8pp | 81.2%-39.6pp |
| Annual return | -21.53% | 442.80%-464.3pp | 190.81%-212.3pp | 418.27%-439.8pp |
| Employer contribution / active EE | $704 | $3,235-78.2% | $2,560-72.5% | $4,741-85.1% |
| Participant deferral / active EE | $1,178 | $4,770-75.3% | $3,848-69.4% | $6,401-81.6% |
| Admin fee / account holder | $4,242 | $10,441-59.4% | $6,266-32.3% | $11,429-62.9% |