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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 | $6,444 | $110,551-94.2% | $80,741-92.0% | $167,518-96.2% |
| Participation rate | 33.3% | 64.0%-30.6pp | 54.2%-20.8pp | 82.1%-48.8pp |
| Annual return | -37.97% | 120.57%-158.5pp | 87.30%-125.3pp | 478.71%-516.7pp |
| Employer contribution / active EE | $193 | $1,543-87.5% | $1,160-83.4% | $4,838-96.0% |
| Participant deferral / active EE | $772 | $2,870-73.1% | $2,145-64.0% | $6,342-87.8% |
| Admin fee / account holder | $2,888 | $4,547-36.5% | $3,380-14.6% | $12,312-76.5% |