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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 | $9,797 | $108,701-91.0% | $74,723-86.9% | $152,909-93.6% |
| Participation rate | 14.3% | 65.4%-51.1pp | 54.5%-40.2pp | 82.5%-68.2pp |
| Annual return | -79.96% | 114.12%-194.1pp | 753.18%-833.1pp | 345.46%-425.4pp |
| Employer contribution / active EE | $37 | $1,504-97.5% | $1,084-96.6% | $4,764-99.2% |
| Participant deferral / active EE | $1,114 | $2,709-58.9% | $1,962-43.2% | $5,851-81.0% |
| Admin fee / account holder | $12,297 | $4,906+150.6% | $3,335+268.8% | $11,601+6.0% |