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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 | $5,889 | $76,608-92.3% | $56,077-89.5% | $145,877-96.0% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | -29.79% | 3009.59%-3039.4pp | 1709.28%-1739.1pp | 551.28%-581.1pp |
| Employer contribution / active EE | $287 | $1,382-79.2% | $1,040-72.4% | $4,663-93.8% |
| Participant deferral / active EE | $1,207 | $2,624-54.0% | $1,954-38.2% | $6,691-82.0% |
| Admin fee / account holder | $1,294 | $3,325-61.1% | $2,825-54.2% | $13,402-90.3% |