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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 | $76,608-90.5% | $56,077-87.0% | $145,877-95.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -1.88% | 3009.59%-3011.5pp | 1709.28%-1711.2pp | 551.28%-553.2pp |
| Employer contribution / active EE | $750 | $1,382-45.7% | $1,040-27.9% | $4,663-83.9% |
| Participant deferral / active EE | $1,136 | $2,624-56.7% | $1,954-41.9% | $6,691-83.0% |
| Admin fee / account holder | $727 | $3,325-78.1% | $2,825-74.3% | $13,402-94.6% |