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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 | $6,383 | $88,702-92.8% | $81,780-92.2% | $145,978-95.6% |
| Participation rate | 43.5% | 75.0%-31.6pp | 72.4%-28.9pp | 80.3%-36.8pp |
| Annual return | -11.89% | 1029.12%-1041.0pp | 776.27%-788.2pp | 550.52%-562.4pp |
| Employer contribution / active EE | $386 | $3,084-87.5% | $2,914-86.8% | $4,662-91.7% |
| Participant deferral / active EE | $707 | $4,645-84.8% | $4,321-83.6% | $6,690-89.4% |
| Admin fee / account holder | $812 | $8,414-90.4% | $7,384-89.0% | $13,400-93.9% |