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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 | $17,242 | $92,766-81.4% | $82,763-79.2% | $134,545-87.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -22.51% | 946.97%-969.5pp | 702.45%-725.0pp | 418.37%-440.9pp |
| Employer contribution / active EE | $670 | $3,273-79.5% | $3,008-77.7% | $4,742-85.9% |
| Participant deferral / active EE | $2,205 | $4,802-54.1% | $4,395-49.8% | $6,401-65.5% |
| Admin fee / account holder | $1,460 | $5,978-75.6% | $5,325-72.6% | $11,431-87.2% |