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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 | $5,345 | $84,628-93.7% | $61,501-91.3% | $134,545-96.0% |
| Participation rate | 47.8% | 62.2%-14.4pp | 52.6%-4.7pp | 81.2%-33.4pp |
| Annual return | -56.11% | 585.61%-641.7pp | 339.04%-395.2pp | 418.37%-474.5pp |
| Employer contribution / active EE | $961 | $1,545-37.8% | $1,160-17.1% | $4,742-79.7% |
| Participant deferral / active EE | $3,804 | $2,819+35.0% | $2,125+79.0% | $6,401-40.6% |
| Admin fee / account holder | $1,230 | $2,587-52.5% | $2,132-42.3% | $11,431-89.2% |