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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 | $88,710-93.9% | $81,783-93.4% | $145,959-96.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -6.56% | 1027.26%-1033.8pp | 775.05%-781.6pp | 561.95%-568.5pp |
| Employer contribution / active EE | $1,169 | $3,083-62.1% | $2,913-59.9% | $4,661-74.9% |
| Participant deferral / active EE | $2,338 | $4,645-49.7% | $4,320-45.9% | $6,689-65.1% |
| Admin fee / account holder | $551 | $8,407-93.5% | $7,380-92.5% | $13,398-95.9% |