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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 | $11,517 | $92,743-87.6% | $82,744-86.1% | $134,532-91.4% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -25.86% | 946.63%-972.5pp | 702.22%-728.1pp | 418.27%-444.1pp |
| Employer contribution / active EE | $1,055 | $3,273-67.8% | $3,008-64.9% | $4,741-77.8% |
| Participant deferral / active EE | $2,029 | $4,802-57.7% | $4,395-53.8% | $6,401-68.3% |
| Admin fee / account holder | $608 | $5,977-89.8% | $5,325-88.6% | $11,429-94.7% |