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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 | $8,590 | $84,464-89.8% | $61,399-86.0% | $134,509-93.6% |
| Participation rate | 30.0% | 62.2%-32.2pp | 52.6%-22.6pp | 81.2%-51.2pp |
| Annual return | -26.08% | 585.06%-611.1pp | 338.81%-364.9pp | 418.13%-444.2pp |
| Employer contribution / active EE | $969 | $1,545-37.3% | $1,159-16.5% | $4,741-79.6% |
| Participant deferral / active EE | $2,001 | $2,818-29.0% | $2,124-5.8% | $6,400-68.7% |
| Admin fee / account holder | $810 | $2,587-68.7% | $2,131-62.0% | $11,427-92.9% |