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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 | $13,084 | $84,628-84.5% | $61,501-78.7% | $134,545-90.3% |
| Participation rate | 11.8% | 62.2%-50.4pp | 52.6%-40.8pp | 81.2%-69.5pp |
| Annual return | -86.41% | 585.61%-672.0pp | 339.04%-425.5pp | 418.37%-504.8pp |
| Employer contribution / active EE | $198 | $1,545-87.2% | $1,160-82.9% | $4,742-95.8% |
| Participant deferral / active EE | $1,203 | $2,819-57.3% | $2,125-43.4% | $6,401-81.2% |
| Admin fee / account holder | $312 | $2,587-87.9% | $2,132-85.4% | $11,431-97.3% |