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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 | $2,770 | $72,071-96.2% | $68,368-95.9% | $137,256-98.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | -18.79% | 353.14%-371.9pp | 292.57%-311.4pp | 220.34%-239.1pp |
| Employer contribution / active EE | $602 | $2,788-78.4% | $2,649-77.3% | $4,156-85.5% |
| Participant deferral / active EE | $644 | $4,410-85.4% | $4,123-84.4% | $6,407-90.0% |
| Admin fee / account holder | $871 | $5,336-83.7% | $5,150-83.1% | $12,270-92.9% |