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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 | $4,442 | $84,551-94.7% | $61,452-92.8% | $134,532-96.7% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -24.53% | 585.39%-609.9pp | 338.96%-363.5pp | 418.27%-442.8pp |
| Employer contribution / active EE | $248 | $1,545-84.0% | $1,160-78.6% | $4,741-94.8% |
| Participant deferral / active EE | $283 | $2,818-90.0% | $2,125-86.7% | $6,401-95.6% |
| Admin fee / account holder | $893 | $2,587-65.5% | $2,131-58.1% | $11,429-92.2% |