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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 | $4,373 | $68,097-93.6% | $62,929-93.1% | $137,256-96.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | -26.59% | 1859.11%-1885.7pp | 1063.93%-1090.5pp | 220.34%-246.9pp |
| Employer contribution / active EE | $680 | $2,811-75.8% | $2,505-72.8% | $4,156-83.6% |
| Participant deferral / active EE | $1,133 | $4,553-75.1% | $3,888-70.9% | $6,407-82.3% |
| Admin fee / account holder | $112,251 | $6,521+1621.3% | $5,065+2116.4% | $12,270+814.8% |