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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 | $3,137 | $76,519-95.9% | $56,025-94.4% | $145,897-97.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -3.69% | 3017.03%-3020.7pp | 1712.69%-1716.4pp | 552.29%-556.0pp |
| Employer contribution / active EE | $364 | $1,383-73.7% | $1,042-65.1% | $4,663-92.2% |
| Participant deferral / active EE | $369 | $2,624-85.9% | $1,955-81.1% | $6,689-94.5% |
| Admin fee / account holder | $2,635 | $3,331-20.9% | $2,828-6.8% | $13,390-80.3% |