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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 | $16,823 | $99,644-83.1% | $86,438-80.5% | $134,532-87.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -24.14% | 6787.26%-6811.4pp | 4397.19%-4421.3pp | 418.27%-442.4pp |
| Employer contribution / active EE | $2,147 | $4,402-51.2% | $3,769-43.0% | $4,741-54.7% |
| Participant deferral / active EE | $2,508 | $7,247-65.4% | $6,952-63.9% | $6,401-60.8% |
| Admin fee / account holder | $809 | $8,375-90.3% | $6,733-88.0% | $11,429-92.9% |