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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 | $17,607 | $169,361-89.6% | $129,397-86.4% | $145,877-87.9% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | -2.27% | 14395.54%-14397.8pp | 9453.98%-9456.2pp | 551.28%-553.6pp |
| Employer contribution / active EE | $2,182 | $5,542-60.6% | $4,154-47.5% | $4,663-53.2% |
| Participant deferral / active EE | $4,111 | $4,987-17.6% | $4,167-1.3% | $6,691-38.6% |
| Admin fee / account holder | $1,521 | $9,903-84.6% | $7,679-80.2% | $13,402-88.7% |