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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 | $6,932 | $72,426-90.4% | $67,560-89.7% | $145,897-95.2% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | -2.46% | 7226.78%-7229.2pp | 3533.50%-3536.0pp | 552.29%-554.8pp |
| Employer contribution / active EE | $977 | $3,074-68.2% | $2,737-64.3% | $4,663-79.0% |
| Participant deferral / active EE | $1,468 | $4,785-69.3% | $4,004-63.3% | $6,689-78.1% |
| Admin fee / account holder | $7,065 | $5,514+28.1% | $3,994+76.9% | $13,390-47.2% |