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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 | $21,044 | $90,607-76.8% | $79,467-73.5% | $135,380-84.5% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -9.90% | 977.74%-987.6pp | 718.30%-728.2pp | 519.81%-529.7pp |
| Employer contribution / active EE | $637 | $3,068-79.2% | $2,800-77.3% | $4,779-86.7% |
| Participant deferral / active EE | $693 | $4,050-82.9% | $3,704-81.3% | $5,609-87.6% |
| Admin fee / account holder | $1,848 | $5,895-68.7% | $5,104-63.8% | $10,828-82.9% |