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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 | $14,293 | $44,850-68.1% | $60,547-76.4% | $59,633-76.0% |
| Participation rate | 50.0% | 59.5%-9.5pp | 68.0%-18.0pp | 68.7%-18.7pp |
| Annual return | -44.16% | 1074.14%-1118.3pp | 335.64%-379.8pp | 2041.45%-2085.6pp |
| Employer contribution / active EE | $261 | $1,462-82.2% | $2,419-89.2% | $2,203-88.2% |
| Participant deferral / active EE | $957 | $2,230-57.1% | $3,328-71.2% | $3,192-70.0% |
| Admin fee / account holder | $1,043 | $3,635-71.3% | $4,536-77.0% | $4,297-75.7% |