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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 | $13,790 | $90,606-84.8% | $79,466-82.6% | $135,379-89.8% |
| Participation rate | 38.1% | 76.0%-38.0pp | 73.3%-35.2pp | 82.6%-44.5pp |
| Annual return | -10.01% | 977.69%-987.7pp | 718.28%-728.3pp | 519.79%-529.8pp |
| Employer contribution / active EE | $868 | $3,068-71.7% | $2,800-69.0% | $4,779-81.8% |
| Participant deferral / active EE | $1,157 | $4,050-71.4% | $3,704-68.8% | $5,609-79.4% |
| Admin fee / account holder | $1,228 | $5,895-79.2% | $5,104-75.9% | $10,828-88.7% |