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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 | $7,060 | $72,426-90.3% | $67,560-89.6% | $145,897-95.2% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | -72.19% | 7226.78%-7299.0pp | 3533.50%-3605.7pp | 552.29%-624.5pp |
| Employer contribution / active EE | $535 | $3,074-82.6% | $2,737-80.4% | $4,663-88.5% |
| Participant deferral / active EE | $978 | $4,785-79.6% | $4,004-75.6% | $6,689-85.4% |
| Admin fee / account holder | $9,464 | $5,514+71.6% | $3,994+137.0% | $13,390-29.3% |