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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 | $4,752 | $81,749-94.2% | $58,544-91.9% | $139,456-96.6% |
| Participation rate | 12.5% | 61.3%-48.8pp | 50.9%-38.4pp | 80.3%-67.8pp |
| Annual return | -3.23% | 7425.45%-7428.7pp | 4249.56%-4252.8pp | 373.45%-376.7pp |
| Employer contribution / active EE | $254 | $1,398-81.9% | $1,053-75.9% | $4,753-94.7% |
| Participant deferral / active EE | $697 | $2,555-72.7% | $1,923-63.8% | $6,711-89.6% |
| Admin fee / account holder | $523 | $3,272-84.0% | $2,520-79.2% | $11,407-95.4% |