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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 | $7,407 | $93,117-92.0% | $77,096-90.4% | $134,532-94.5% |
| Participation rate | 61.5% | 74.5%-13.0pp | 67.9%-6.4pp | 81.2%-19.7pp |
| Annual return | -27.99% | 62.67%-90.7pp | 42.35%-70.3pp | 418.27%-446.3pp |
| Employer contribution / active EE | $1,550 | $3,420-54.7% | $2,814-44.9% | $4,741-67.3% |
| Participant deferral / active EE | $3,084 | $5,241-41.2% | $4,429-30.4% | $6,401-51.8% |
| Admin fee / account holder | $649 | $6,948-90.7% | $5,428-88.0% | $11,429-94.3% |