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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 | $22,065 | $108,701-79.7% | $74,723-70.5% | $152,909-85.6% |
| Participation rate | 40.0% | 65.4%-25.4pp | 54.5%-14.5pp | 82.5%-42.5pp |
| Annual return | -23.68% | 114.12%-137.8pp | 753.18%-776.9pp | 345.46%-369.1pp |
| Employer contribution / active EE | $173 | $1,504-88.5% | $1,084-84.1% | $4,764-96.4% |
| Participant deferral / active EE | $226 | $2,709-91.7% | $1,962-88.5% | $5,851-96.1% |
| Admin fee / account holder | $311 | $4,906-93.7% | $3,335-90.7% | $11,601-97.3% |