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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 | $23,308 | $84,464-72.4% | $61,399-62.0% | $134,509-82.7% |
| Participation rate | 18.2% | 62.2%-44.0pp | 52.6%-34.4pp | 81.2%-63.0pp |
| Annual return | -22.49% | 585.06%-607.6pp | 338.81%-361.3pp | 418.13%-440.6pp |
| Employer contribution / active EE | $701 | $1,545-54.6% | $1,159-39.6% | $4,741-85.2% |
| Participant deferral / active EE | $2,161 | $2,818-23.3% | $2,124+1.7% | $6,400-66.2% |
| Admin fee / account holder | $980 | $2,587-62.1% | $2,131-54.0% | $11,427-91.4% |