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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 | $17,597 | $84,551-79.2% | $61,452-71.4% | $134,532-86.9% |
| Participation rate | 26.3% | 62.2%-35.9pp | 52.6%-26.3pp | 81.2%-54.9pp |
| Annual return | -25.72% | 585.39%-611.1pp | 338.96%-364.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $668 | $1,545-56.8% | $1,160-42.4% | $4,741-85.9% |
| Participant deferral / active EE | $1,676 | $2,818-40.5% | $2,125-21.1% | $6,401-73.8% |
| Admin fee / account holder | $697 | $2,587-73.1% | $2,131-67.3% | $11,429-93.9% |