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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 | $7,872 | $92,743-91.5% | $82,744-90.5% | $134,532-94.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -24.79% | 946.63%-971.4pp | 702.22%-727.0pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,307 | $3,273-60.1% | $3,008-56.6% | $4,741-72.4% |
| Participant deferral / active EE | $2,353 | $4,802-51.0% | $4,395-46.5% | $6,401-63.2% |
| Admin fee / account holder | $434 | $5,977-92.7% | $5,325-91.9% | $11,429-96.2% |