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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 | $6,605 | $76,519-91.4% | $56,025-88.2% | $145,897-95.5% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | -17.81% | 3017.03%-3034.8pp | 1712.69%-1730.5pp | 552.29%-570.1pp |
| Employer contribution / active EE | $400 | $1,383-71.1% | $1,042-61.6% | $4,663-91.4% |
| Participant deferral / active EE | $400 | $2,624-84.8% | $1,955-79.5% | $6,689-94.0% |
| Admin fee / account holder | $1,165 | $3,331-65.0% | $2,828-58.8% | $13,390-91.3% |