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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 | $21,202 | $84,628-74.9% | $61,501-65.5% | $134,545-84.2% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -27.01% | 585.61%-612.6pp | 339.04%-366.1pp | 418.37%-445.4pp |
| Employer contribution / active EE | $442 | $1,545-71.4% | $1,160-61.9% | $4,742-90.7% |
| Participant deferral / active EE | $1,124 | $2,819-60.1% | $2,125-47.1% | $6,401-82.4% |
| Admin fee / account holder | $1,839 | $2,587-28.9% | $2,132-13.7% | $11,431-83.9% |