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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 | $18,039 | $102,663-82.4% | $86,216-79.1% | $139,466-87.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | -17.34% | 1924.52%-1941.9pp | 1169.42%-1186.8pp | 373.66%-391.0pp |
| Employer contribution / active EE | $938 | $3,035-69.1% | $2,382-60.6% | $4,754-80.3% |
| Participant deferral / active EE | $1,224 | $4,677-73.8% | $3,986-69.3% | $6,712-81.8% |
| Admin fee / account holder | $6,002 | $8,663-30.7% | $6,853-12.4% | $11,409-47.4% |