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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 | $12,927 | $92,743-86.1% | $82,744-84.4% | $134,532-90.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -25.47% | 946.63%-972.1pp | 702.22%-727.7pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,392 | $3,273-57.5% | $3,008-53.7% | $4,741-70.6% |
| Participant deferral / active EE | $4,026 | $4,802-16.2% | $4,395-8.4% | $6,401-37.1% |
| Admin fee / account holder | $564 | $5,977-90.6% | $5,325-89.4% | $11,429-95.1% |