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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 | $169,336-89.6% | $129,384-86.4% | $145,884-87.9% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | -2.27% | 14408.70%-14411.0pp | 9461.77%-9464.0pp | 551.85%-554.1pp |
| Employer contribution / active EE | $2,182 | $5,540-60.6% | $4,153-47.5% | $4,662-53.2% |
| Participant deferral / active EE | $4,111 | $4,985-17.5% | $4,166-1.3% | $6,690-38.5% |
| Admin fee / account holder | $1,521 | $9,912-84.7% | $7,686-80.2% | $13,392-88.6% |