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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 | $13,986 | $75,832-81.6% | $147,617-90.5% | $59,633-76.5% |
| Participation rate | 65.6% | 71.6%-5.9pp | 84.6%-19.0pp | 68.7%-3.0pp |
| Annual return | -4.54% | 0.37%-4.9pp | 61.98%-66.5pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $1,212 | $3,485-65.2% | $5,564-78.2% | $2,203-45.0% |
| Participant deferral / active EE | $1,291 | $3,131-58.8% | $4,895-73.6% | $3,192-59.5% |
| Admin fee / account holder | $860 | $5,986-85.6% | $11,612-92.6% | $4,297-80.0% |