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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 | $72,403-90.2% | $67,524-89.5% | $145,978-95.2% |
| Participation rate | 37.5% | 76.9%-39.4pp | 72.9%-35.4pp | 80.3%-42.8pp |
| Annual return | -72.19% | 7197.23%-7269.4pp | 3519.41%-3591.6pp | 550.52%-622.7pp |
| Employer contribution / active EE | $535 | $3,072-82.6% | $2,734-80.4% | $4,662-88.5% |
| Participant deferral / active EE | $978 | $4,782-79.5% | $4,001-75.6% | $6,690-85.4% |
| Admin fee / account holder | $9,464 | $5,541+70.8% | $4,001+136.6% | $13,400-29.4% |