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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 | $20,836 | $197,819-89.5% | $155,789-86.6% | $125,389-83.4% |
| Participation rate | 31.8% | 82.1%-50.3pp | 76.1%-44.3pp | 83.2%-51.4pp |
| Annual return | -5.25% | 86.73%-92.0pp | 71.54%-76.8pp | 282.24%-287.5pp |
| Employer contribution / active EE | $1,224 | $4,850-74.8% | $3,839-68.1% | $4,866-74.9% |
| Participant deferral / active EE | $2,232 | $5,631-60.4% | $4,798-53.5% | $5,352-58.3% |
| Admin fee / account holder | $306 | $9,544-96.8% | $7,477-95.9% | $9,541-96.8% |