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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 | $5,069 | $84,628-94.0% | $61,501-91.8% | $134,545-96.2% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -48.07% | 585.61%-633.7pp | 339.04%-387.1pp | 418.37%-466.4pp |
| Employer contribution / active EE | $834 | $1,545-46.0% | $1,160-28.1% | $4,742-82.4% |
| Participant deferral / active EE | $1,037 | $2,819-63.2% | $2,125-51.2% | $6,401-83.8% |
| Admin fee / account holder | $568 | $2,587-78.1% | $2,132-73.4% | $11,431-95.0% |