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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 | $6,722 | $70,366-90.4% | $66,674-89.9% | $138,895-95.2% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | -10.77% | 386.41%-397.2pp | 321.24%-332.0pp | 145.39%-156.2pp |
| Employer contribution / active EE | $931 | $2,765-66.3% | $2,620-64.5% | $4,194-77.8% |
| Participant deferral / active EE | $3,928 | $4,374-10.2% | $4,084-3.8% | $6,396-38.6% |
| Admin fee / account holder | $31,736 | $5,262+503.1% | $5,098+522.5% | $12,562+152.6% |