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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 | $3,564 | $84,464-95.8% | $61,399-94.2% | $134,509-97.4% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | -24.57% | 585.06%-609.6pp | 338.81%-363.4pp | 418.13%-442.7pp |
| Employer contribution / active EE | $365 | $1,545-76.4% | $1,159-68.6% | $4,741-92.3% |
| Participant deferral / active EE | $596 | $2,818-78.8% | $2,124-71.9% | $6,400-90.7% |
| Admin fee / account holder | $368 | $2,587-85.8% | $2,131-82.7% | $11,427-96.8% |