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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 | $3,698 | $88,815-95.8% | $81,882-95.5% | $145,897-97.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | -6.78% | 1033.75%-1040.5pp | 779.47%-786.3pp | 552.29%-559.1pp |
| Employer contribution / active EE | $554 | $3,086-82.0% | $2,916-81.0% | $4,663-88.1% |
| Participant deferral / active EE | $765 | $4,647-83.5% | $4,323-82.3% | $6,689-88.6% |
| Admin fee / account holder | $557 | $8,434-93.4% | $7,360-92.4% | $13,390-95.8% |