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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 | $13,225 | $93,124-85.8% | $77,100-82.8% | $134,545-90.2% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | -37.02% | 62.68%-99.7pp | 42.35%-79.4pp | 418.37%-455.4pp |
| Employer contribution / active EE | $973 | $3,421-71.6% | $2,815-65.4% | $4,742-79.5% |
| Participant deferral / active EE | $3,465 | $5,242-33.9% | $4,430-21.8% | $6,401-45.9% |
| Admin fee / account holder | $1,175 | $6,970-83.1% | $5,443-78.4% | $11,431-89.7% |