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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 | $13,277 | $84,551-84.3% | $61,452-78.4% | $134,532-90.1% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -21.97% | 585.39%-607.4pp | 338.96%-360.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $186 | $1,545-87.9% | $1,160-83.9% | $4,741-96.1% |
| Participant deferral / active EE | $698 | $2,818-75.2% | $2,125-67.2% | $6,401-89.1% |
| Admin fee / account holder | $366 | $2,587-85.9% | $2,131-82.8% | $11,429-96.8% |