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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 | $13,675 | $169,361-91.9% | $129,397-89.4% | $145,877-90.6% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.6%-30.7pp | 80.3%-41.4pp |
| Annual return | -64.65% | 14395.54%-14460.2pp | 9453.98%-9518.6pp | 551.28%-615.9pp |
| Employer contribution / active EE | $494 | $5,542-91.1% | $4,154-88.1% | $4,663-89.4% |
| Participant deferral / active EE | $556 | $4,987-88.9% | $4,167-86.7% | $6,691-91.7% |
| Admin fee / account holder | $713 | $9,903-92.8% | $7,679-90.7% | $13,402-94.7% |