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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 | $72,465-90.4% | $67,575-89.7% | $145,884-95.2% |
| Participation rate | 20.0% | 76.9%-56.9pp | 72.9%-52.9pp | 80.3%-60.3pp |
| Annual return | -2.46% | 7222.56%-7225.0pp | 3528.98%-3531.4pp | 551.85%-554.3pp |
| Employer contribution / active EE | $977 | $3,074-68.2% | $2,736-64.3% | $4,662-79.0% |
| Participant deferral / active EE | $1,468 | $4,786-69.3% | $4,003-63.3% | $6,690-78.1% |
| Admin fee / account holder | $7,065 | $5,515+28.1% | $3,993+76.9% | $13,392-47.2% |