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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 | $5,400 | $88,815-93.9% | $81,882-93.4% | $145,897-96.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -6.56% | 1033.75%-1040.3pp | 779.47%-786.0pp | 552.29%-558.9pp |
| Employer contribution / active EE | $1,169 | $3,086-62.1% | $2,916-59.9% | $4,663-74.9% |
| Participant deferral / active EE | $2,338 | $4,647-49.7% | $4,323-45.9% | $6,689-65.1% |
| Admin fee / account holder | $551 | $8,434-93.5% | $7,360-92.5% | $13,390-95.9% |