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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 | $5,824 | $27,924-79.1% | $58,544-90.1% | $75,181-92.3% |
| Participation rate | 29.8% | 38.8%-9.1pp | 50.9%-21.1pp | 67.2%-37.4pp |
| Annual return | -7.40% | 44.20%-51.6pp | 4249.56%-4257.0pp | 160.69%-168.1pp |
| Employer contribution / active EE | $324 | $669-51.5% | $1,053-69.2% | $2,671-87.9% |
| Participant deferral / active EE | $701 | $1,202-41.7% | $1,923-63.5% | $4,126-83.0% |
| Admin fee / account holder | $533 | $1,726-69.1% | $2,520-78.9% | $5,650-90.6% |