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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 | $5,381 | $88,778-93.9% | $81,844-93.4% | $145,884-96.3% |
| Participation rate | 28.6% | 75.1%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | -25.32% | 1033.03%-1058.3pp | 778.87%-804.2pp | 551.85%-577.2pp |
| Employer contribution / active EE | $738 | $3,087-76.1% | $2,916-74.7% | $4,662-84.2% |
| Participant deferral / active EE | $2,036 | $4,648-56.2% | $4,323-52.9% | $6,690-69.6% |
| Admin fee / account holder | $16,719 | $8,430+98.3% | $7,355+127.3% | $13,392+24.8% |