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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 | $84,628-95.8% | $61,501-94.2% | $134,545-97.4% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | -24.57% | 585.61%-610.2pp | 339.04%-363.6pp | 418.37%-442.9pp |
| Employer contribution / active EE | $365 | $1,545-76.4% | $1,160-68.6% | $4,742-92.3% |
| Participant deferral / active EE | $596 | $2,819-78.9% | $2,125-71.9% | $6,401-90.7% |
| Admin fee / account holder | $368 | $2,587-85.8% | $2,132-82.7% | $11,431-96.8% |