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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 | $21,976 | $92,684-76.3% | $82,706-73.4% | $134,509-83.7% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -25.98% | 945.84%-971.8pp | 701.76%-727.7pp | 418.13%-444.1pp |
| Employer contribution / active EE | $382 | $3,272-88.3% | $3,007-87.3% | $4,741-91.9% |
| Participant deferral / active EE | $1,769 | $4,800-63.1% | $4,394-59.7% | $6,400-72.4% |
| Admin fee / account holder | $337 | $5,982-94.4% | $5,329-93.7% | $11,427-97.0% |