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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 | $70,366-96.1% | $66,674-95.8% | $138,895-98.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | -18.79% | 386.41%-405.2pp | 321.24%-340.0pp | 145.39%-164.2pp |
| Employer contribution / active EE | $602 | $2,765-78.2% | $2,620-77.0% | $4,194-85.6% |
| Participant deferral / active EE | $644 | $4,374-85.3% | $4,084-84.2% | $6,396-89.9% |
| Admin fee / account holder | $871 | $5,262-83.4% | $5,098-82.9% | $12,562-93.1% |