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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 | $9,618 | $104,106-90.8% | $71,086-86.5% | $135,382-92.9% |
| Participation rate | 44.4% | 65.7%-21.2pp | 54.7%-10.2pp | 82.6%-38.2pp |
| Annual return | -30.56% | 1256.30%-1286.9pp | 650.59%-681.1pp | 519.77%-550.3pp |
| Employer contribution / active EE | $626 | $1,485-57.9% | $1,088-42.5% | $4,779-86.9% |
| Participant deferral / active EE | $3,536 | $2,527+39.9% | $1,874+88.7% | $5,609-37.0% |
| Admin fee / account holder | $947 | $4,142-77.1% | $3,082-69.3% | $10,829-91.3% |