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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 | $6,342 | $88,778-92.9% | $81,844-92.3% | $145,884-95.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -9.83% | 1033.03%-1042.9pp | 778.87%-788.7pp | 551.85%-561.7pp |
| Employer contribution / active EE | $561 | $3,087-81.8% | $2,916-80.8% | $4,662-88.0% |
| Participant deferral / active EE | $874 | $4,648-81.2% | $4,323-79.8% | $6,690-86.9% |
| Admin fee / account holder | $2,813 | $8,430-66.6% | $7,355-61.8% | $13,392-79.0% |