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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 | $5,676 | $72,465-92.2% | $67,575-91.6% | $145,884-96.1% |
| Participation rate | 23.1% | 76.9%-53.8pp | 72.9%-49.8pp | 80.3%-57.2pp |
| Annual return | -12.69% | 7222.56%-7235.2pp | 3528.98%-3541.7pp | 551.85%-564.5pp |
| Employer contribution / active EE | $436 | $3,074-85.8% | $2,736-84.0% | $4,662-90.6% |
| Participant deferral / active EE | $879 | $4,786-81.6% | $4,003-78.1% | $6,690-86.9% |
| Admin fee / account holder | $973 | $5,515-82.4% | $3,993-75.6% | $13,392-92.7% |