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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 | $9,868 | $57,312-82.8% | $86,617-88.6% | $75,181-86.9% |
| Participation rate | 41.7% | 63.2%-21.5pp | 71.7%-30.0pp | 67.2%-25.5pp |
| Annual return | -8.73% | 2672.78%-2681.5pp | 591.91%-600.6pp | 160.69%-169.4pp |
| Employer contribution / active EE | $831 | $2,315-64.1% | $3,023-72.5% | $2,671-68.9% |
| Participant deferral / active EE | $1,244 | $3,319-62.5% | $4,437-72.0% | $4,126-69.9% |
| Admin fee / account holder | $4,640 | $4,114+12.8% | $5,613-17.3% | $5,650-17.9% |