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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 | $9,607 | $104,106-90.8% | $71,086-86.5% | $135,382-92.9% |
| Participation rate | 36.8% | 65.7%-28.8pp | 54.7%-17.8pp | 82.6%-45.8pp |
| Annual return | -14.11% | 1256.30%-1270.4pp | 650.59%-664.7pp | 519.77%-533.9pp |
| Employer contribution / active EE | $391 | $1,485-73.7% | $1,088-64.1% | $4,779-91.8% |
| Participant deferral / active EE | $1,169 | $2,527-53.7% | $1,874-37.6% | $5,609-79.2% |
| Admin fee / account holder | $1,699 | $4,142-59.0% | $3,082-44.9% | $10,829-84.3% |