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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 | $72,465-86.9% | $67,575-86.0% | $145,884-93.5% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | -44.96% | 7222.56%-7267.5pp | 3528.98%-3573.9pp | 551.85%-596.8pp |
| Employer contribution / active EE | $1,614 | $3,074-47.5% | $2,736-41.0% | $4,662-65.4% |
| Participant deferral / active EE | $2,589 | $4,786-45.9% | $4,003-35.3% | $6,690-61.3% |
| Admin fee / account holder | $4,586 | $5,515-16.8% | $3,993+14.9% | $13,392-65.8% |