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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 | $19,520 | $99,668-80.4% | $86,451-77.4% | $134,545-85.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -23.16% | 6789.61%-6812.8pp | 4398.51%-4421.7pp | 418.37%-441.5pp |
| Employer contribution / active EE | $703 | $4,403-84.0% | $3,770-81.4% | $4,742-85.2% |
| Participant deferral / active EE | $3,341 | $7,249-53.9% | $6,953-52.0% | $6,401-47.8% |
| Admin fee / account holder | $671 | $8,377-92.0% | $6,734-90.0% | $11,431-94.1% |