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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 | $12,645 | $45,152-72.0% | $73,836-82.9% | $59,633-78.8% |
| Participation rate | 46.0% | 64.0%-18.0pp | 73.4%-27.4pp | 68.7%-22.7pp |
| Annual return | -7.87% | 27.40%-35.3pp | 2268.06%-2275.9pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $264 | $1,901-86.1% | $2,787-90.5% | $2,203-88.0% |
| Participant deferral / active EE | $951 | $2,573-63.0% | $3,583-73.5% | $3,192-70.2% |
| Admin fee / account holder | $825 | $3,515-76.5% | $4,882-83.1% | $4,297-80.8% |