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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 | $11,881 | $92,743-87.2% | $82,744-85.6% | $134,532-91.2% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 81.2%-43.7pp |
| Annual return | -22.70% | 946.63%-969.3pp | 702.22%-724.9pp | 418.27%-441.0pp |
| Employer contribution / active EE | $728 | $3,273-77.8% | $3,008-75.8% | $4,741-84.6% |
| Participant deferral / active EE | $1,850 | $4,802-61.5% | $4,395-57.9% | $6,401-71.1% |
| Admin fee / account holder | $2,092 | $5,977-65.0% | $5,325-60.7% | $11,429-81.7% |