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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 | $8,329 | $67,823-87.7% | $52,425-84.1% | $137,256-93.9% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | -15.15% | 219.11%-234.3pp | 302.12%-317.3pp | 220.34%-235.5pp |
| Employer contribution / active EE | $394 | $1,163-66.2% | $914-57.0% | $4,156-90.5% |
| Participant deferral / active EE | $689 | $2,288-69.9% | $1,790-61.5% | $6,407-89.2% |
| Admin fee / account holder | $2,637 | $2,844-7.3% | $2,495+5.7% | $12,270-78.5% |