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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 | $76,237 | $169,336-55.0% | $129,384-41.1% | $145,884-47.7% |
| Participation rate | 28.6% | 76.5%-47.9pp | 69.6%-41.1pp | 80.3%-51.7pp |
| Annual return | -8.79% | 14408.70%-14417.5pp | 9461.77%-9470.6pp | 551.85%-560.6pp |
| Employer contribution / active EE | $922 | $5,540-83.4% | $4,153-77.8% | $4,662-80.2% |
| Participant deferral / active EE | $1,131 | $4,985-77.3% | $4,166-72.8% | $6,690-83.1% |
| Admin fee / account holder | $4,480 | $9,912-54.8% | $7,686-41.7% | $13,392-66.5% |