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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 | $7,265 | $76,519-90.5% | $56,025-87.0% | $145,897-95.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -1.88% | 3017.03%-3018.9pp | 1712.69%-1714.6pp | 552.29%-554.2pp |
| Employer contribution / active EE | $750 | $1,383-45.8% | $1,042-28.0% | $4,663-83.9% |
| Participant deferral / active EE | $1,136 | $2,624-56.7% | $1,955-41.9% | $6,689-83.0% |
| Admin fee / account holder | $727 | $3,331-78.2% | $2,828-74.3% | $13,390-94.6% |