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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 | $11,981 | $49,164-75.6% | $121,147-90.1% | $75,173-84.1% |
| Participation rate | 69.4% | 55.4%+14.0pp | 69.5%-0.1pp | 67.2%+2.2pp |
| Annual return | -21.26% | 56.03%-77.3pp | 986.30%-1007.6pp | 160.65%-181.9pp |
| Employer contribution / active EE | $431 | $1,546-72.1% | $4,166-89.6% | $2,670-83.8% |
| Participant deferral / active EE | $2,519 | $2,628-4.1% | $4,081-38.3% | $4,126-38.9% |
| Admin fee / account holder | $384 | $3,942-90.3% | $5,646-93.2% | $5,651-93.2% |