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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 | $15,482 | $97,732-84.2% | $83,831-81.5% | $135,380-88.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -13.71% | 1287.56%-1301.3pp | 850.99%-864.7pp | 519.81%-533.5pp |
| Employer contribution / active EE | $1,286 | $4,222-69.5% | $3,631-64.6% | $4,779-73.1% |
| Participant deferral / active EE | $1,948 | $4,683-58.4% | $4,082-52.3% | $5,609-65.3% |
| Admin fee / account holder | $2,639 | $6,675-60.5% | $5,479-51.8% | $10,828-75.6% |