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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 | $72,446-90.3% | $67,561-89.6% | $145,877-95.2% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | -72.19% | 7211.98%-7284.2pp | 3525.44%-3597.6pp | 551.28%-623.5pp |
| Employer contribution / active EE | $535 | $3,072-82.6% | $2,735-80.4% | $4,663-88.5% |
| Participant deferral / active EE | $978 | $4,785-79.6% | $4,003-75.6% | $6,691-85.4% |
| Admin fee / account holder | $9,464 | $5,541+70.8% | $4,006+136.3% | $13,402-29.4% |