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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 | $17,051 | $92,743-81.6% | $82,744-79.4% | $134,532-87.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.44% | 946.63%-968.1pp | 702.22%-723.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $684 | $3,273-79.1% | $3,008-77.3% | $4,741-85.6% |
| Participant deferral / active EE | $4,749 | $4,802-1.1% | $4,395+8.1% | $6,401-25.8% |
| Admin fee / account holder | $983 | $5,977-83.6% | $5,325-81.5% | $11,429-91.4% |