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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 | $6,223 | $109,967-94.3% | $97,197-93.6% | $145,877-95.7% |
| Participation rate | 37.5% | 76.0%-38.5pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | -25.43% | 244.27%-269.7pp | 75.47%-100.9pp | 551.28%-576.7pp |
| Employer contribution / active EE | $727 | $3,077-76.4% | $2,723-73.3% | $4,663-84.4% |
| Participant deferral / active EE | $1,737 | $4,676-62.9% | $4,263-59.3% | $6,691-74.0% |
| Admin fee / account holder | $18,654 | $6,199+200.9% | $5,637+230.9% | $13,402+39.2% |