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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 | $1,924 | $72,071-97.3% | $68,368-97.2% | $137,256-98.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | -11.59% | 353.14%-364.7pp | 292.57%-304.2pp | 220.34%-231.9pp |
| Employer contribution / active EE | $1,326 | $2,788-52.4% | $2,649-49.9% | $4,156-68.1% |
| Participant deferral / active EE | $1,773 | $4,410-59.8% | $4,123-57.0% | $6,407-72.3% |
| Admin fee / account holder | $3,607 | $5,336-32.4% | $5,150-30.0% | $12,270-70.6% |