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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 | $12,732 | $99,644-87.2% | $86,438-85.3% | $134,532-90.5% |
| Participation rate | 40.0% | 82.1%-42.1pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -26.63% | 6787.26%-6813.9pp | 4397.19%-4423.8pp | 418.27%-444.9pp |
| Employer contribution / active EE | $1,782 | $4,402-59.5% | $3,769-52.7% | $4,741-62.4% |
| Participant deferral / active EE | $2,496 | $7,247-65.6% | $6,952-64.1% | $6,401-61.0% |
| Admin fee / account holder | $342 | $8,375-95.9% | $6,733-94.9% | $11,429-97.0% |