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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 | $17,114 | $92,684-81.5% | $82,706-79.3% | $134,509-87.3% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -23.56% | 945.84%-969.4pp | 701.76%-725.3pp | 418.13%-441.7pp |
| Employer contribution / active EE | $628 | $3,272-80.8% | $3,007-79.1% | $4,741-86.8% |
| Participant deferral / active EE | $3,106 | $4,800-35.3% | $4,394-29.3% | $6,400-51.5% |
| Admin fee / account holder | $332 | $5,982-94.5% | $5,329-93.8% | $11,427-97.1% |