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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 | $16,402 | $90,606-81.9% | $79,466-79.4% | $135,379-87.9% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 82.6%-52.6pp |
| Annual return | -12.83% | 977.69%-990.5pp | 718.28%-731.1pp | 519.79%-532.6pp |
| Employer contribution / active EE | $774 | $3,068-74.8% | $2,800-72.4% | $4,779-83.8% |
| Participant deferral / active EE | $967 | $4,050-76.1% | $3,704-73.9% | $5,609-82.8% |
| Admin fee / account holder | $496 | $5,895-91.6% | $5,104-90.3% | $10,828-95.4% |