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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 | $23,431 | $156,970-85.1% | $121,210-80.7% | $139,487-83.2% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.5%-26.7pp | 80.3%-37.5pp |
| Annual return | -8.88% | 1477.10%-1486.0pp | 987.41%-996.3pp | 373.84%-382.7pp |
| Employer contribution / active EE | $450 | $5,546-91.9% | $4,171-89.2% | $4,755-90.5% |
| Participant deferral / active EE | $810 | $4,849-83.3% | $4,084-80.2% | $6,713-87.9% |
| Admin fee / account holder | $320 | $6,947-95.4% | $5,647-94.3% | $11,407-97.2% |