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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 | $2,923 | $67,823-95.7% | $52,425-94.4% | $137,256-97.9% |
| Participation rate | 44.4% | 63.9%-19.5pp | 55.6%-11.2pp | 80.0%-35.5pp |
| Annual return | -22.50% | 219.11%-241.6pp | 302.12%-324.6pp | 220.34%-242.8pp |
| Employer contribution / active EE | $161 | $1,163-86.1% | $914-82.4% | $4,156-96.1% |
| Participant deferral / active EE | $293 | $2,288-87.2% | $1,790-83.6% | $6,407-95.4% |
| Admin fee / account holder | $1,460 | $2,844-48.7% | $2,495-41.5% | $12,270-88.1% |