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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 | $18,380 | $82,630-77.8% | $64,105-71.3% | $125,389-85.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -4.43% | 1489.72%-1494.1pp | 791.24%-795.7pp | 282.24%-286.7pp |
| Employer contribution / active EE | $718 | $2,671-73.1% | $1,820-60.6% | $4,866-85.2% |
| Participant deferral / active EE | $1,103 | $3,608-69.4% | $2,822-60.9% | $5,352-79.4% |
| Admin fee / account holder | $1,296 | $6,382-79.7% | $4,499-71.2% | $9,541-86.4% |