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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 | $26,407 | $92,743-71.5% | $82,744-68.1% | $134,532-80.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -22.67% | 946.63%-969.3pp | 702.22%-724.9pp | 418.27%-440.9pp |
| Employer contribution / active EE | $658 | $3,273-79.9% | $3,008-78.1% | $4,741-86.1% |
| Participant deferral / active EE | $2,677 | $4,802-44.3% | $4,395-39.1% | $6,401-58.2% |
| Admin fee / account holder | $1,970 | $5,977-67.0% | $5,325-63.0% | $11,429-82.8% |