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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 | $9,484 | $72,403-86.9% | $67,524-86.0% | $145,978-93.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | -44.96% | 7197.23%-7242.2pp | 3519.41%-3564.4pp | 550.52%-595.5pp |
| Employer contribution / active EE | $1,614 | $3,072-47.5% | $2,734-41.0% | $4,662-65.4% |
| Participant deferral / active EE | $2,589 | $4,782-45.9% | $4,001-35.3% | $6,690-61.3% |
| Admin fee / account holder | $4,586 | $5,541-17.2% | $4,001+14.6% | $13,400-65.8% |