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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 | $14,540 | $97,729-85.1% | $83,830-82.7% | $135,379-89.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -16.99% | 1287.52%-1304.5pp | 850.97%-868.0pp | 519.79%-536.8pp |
| Employer contribution / active EE | $780 | $4,222-81.5% | $3,631-78.5% | $4,779-83.7% |
| Participant deferral / active EE | $1,949 | $4,683-58.4% | $4,082-52.3% | $5,609-65.3% |
| Admin fee / account holder | $3,941 | $6,674-41.0% | $5,479-28.1% | $10,828-63.6% |