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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 | $36,734 | $90,607-59.5% | $79,467-53.8% | $135,380-72.9% |
| Participation rate | 38.9% | 76.0%-37.2pp | 73.3%-34.5pp | 82.6%-43.8pp |
| Annual return | -11.35% | 977.74%-989.1pp | 718.30%-729.7pp | 519.81%-531.2pp |
| Employer contribution / active EE | $512 | $3,068-83.3% | $2,800-81.7% | $4,779-89.3% |
| Participant deferral / active EE | $1,886 | $4,050-53.4% | $3,704-49.1% | $5,609-66.4% |
| Admin fee / account holder | $508 | $5,895-91.4% | $5,104-90.0% | $10,828-95.3% |