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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 | $8,383 | $52,353-84.0% | $120,225-93.0% | $82,448-89.8% |
| Participation rate | 29.4% | 58.3%-28.9pp | 69.6%-40.2pp | 68.1%-38.7pp |
| Annual return | -1.78% | 61.85%-63.6pp | 439.23%-441.0pp | 41.64%-43.4pp |
| Employer contribution / active EE | $337 | $1,510-77.7% | $3,475-90.3% | $2,551-86.8% |
| Participant deferral / active EE | $673 | $2,627-74.4% | $3,999-83.2% | $4,139-83.8% |
| Admin fee / account holder | $9,295 | $4,363+113.1% | $5,696+63.2% | $7,234+28.5% |