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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 | $3,167 | $81,668-96.1% | $58,507-94.6% | $139,487-97.7% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | -866.29% | 7430.07%-8296.4pp | 4252.32%-5118.6pp | 373.84%-1240.1pp |
| Employer contribution / active EE | $751 | $1,398-46.3% | $1,053-28.7% | $4,755-84.2% |
| Participant deferral / active EE | $751 | $2,554-70.6% | $1,922-60.9% | $6,713-88.8% |
| Admin fee / account holder | $1,801 | $3,212-43.9% | $2,486-27.6% | $11,407-84.2% |