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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 | $2,223 | $84,551-97.4% | $61,452-96.4% | $134,532-98.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -30.39% | 585.39%-615.8pp | 338.96%-369.4pp | 418.27%-448.7pp |
| Employer contribution / active EE | $377 | $1,545-75.6% | $1,160-67.5% | $4,741-92.1% |
| Participant deferral / active EE | $772 | $2,818-72.6% | $2,125-63.7% | $6,401-87.9% |
| Admin fee / account holder | $2,777 | $2,587+7.3% | $2,131+30.3% | $11,429-75.7% |