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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 | $7,885 | $88,702-91.1% | $81,780-90.4% | $145,978-94.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -0.65% | 1029.12%-1029.8pp | 776.27%-776.9pp | 550.52%-551.2pp |
| Employer contribution / active EE | $1,822 | $3,084-40.9% | $2,914-37.5% | $4,662-60.9% |
| Participant deferral / active EE | $5,750 | $4,645+23.8% | $4,321+33.1% | $6,690-14.0% |
| Admin fee / account holder | $33,820 | $8,414+301.9% | $7,384+358.0% | $13,400+152.4% |