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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 | $6,746 | $76,522-91.2% | $56,033-88.0% | $145,884-95.4% |
| Participation rate | 14.3% | 63.2%-48.9pp | 52.5%-38.2pp | 80.3%-66.0pp |
| Annual return | -17.84% | 3014.28%-3032.1pp | 1711.38%-1729.2pp | 551.85%-569.7pp |
| Employer contribution / active EE | $142 | $1,382-89.7% | $1,041-86.3% | $4,662-96.9% |
| Participant deferral / active EE | $1,031 | $2,624-60.7% | $1,954-47.3% | $6,690-84.6% |
| Admin fee / account holder | $1,577 | $3,328-52.6% | $2,827-44.2% | $13,392-88.2% |