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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 | $15,685 | $92,743-83.1% | $82,744-81.0% | $134,532-88.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.07% | 946.63%-967.7pp | 702.22%-723.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $600 | $3,273-81.7% | $3,008-80.1% | $4,741-87.3% |
| Participant deferral / active EE | $1,500 | $4,802-68.8% | $4,395-65.9% | $6,401-76.6% |
| Admin fee / account holder | $860 | $5,977-85.6% | $5,325-83.8% | $11,429-92.5% |