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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 | $21,666 | $48,274-55.1% | $63,244-65.7% | $59,633-63.7% |
| Participation rate | 40.4% | 66.3%-25.9pp | 71.0%-30.6pp | 68.7%-28.2pp |
| Annual return | -3.04% | -240.79%+237.8pp | -70.31%+67.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $711 | $1,586-55.2% | $2,322-69.4% | $2,203-67.7% |
| Participant deferral / active EE | $1,432 | $2,343-38.9% | $2,953-51.5% | $3,192-55.1% |
| Admin fee / account holder | $684 | $3,600-81.0% | $5,893-88.4% | $4,297-84.1% |