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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 | $70,865 | $176,688-59.9% | $130,660-45.8% | $152,909-53.7% |
| Participation rate | 26.3% | 79.0%-52.7pp | 71.7%-45.4pp | 82.5%-56.1pp |
| Annual return | -19.41% | 2693.08%-2712.5pp | 1709.29%-1728.7pp | 345.46%-364.9pp |
| Employer contribution / active EE | $177 | $5,743-96.9% | $4,092-95.7% | $4,764-96.3% |
| Participant deferral / active EE | $919 | $4,362-78.9% | $3,603-74.5% | $5,851-84.3% |
| Admin fee / account holder | $7,175 | $7,131+0.6% | $5,463+31.3% | $11,601-38.2% |