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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 | $34,987 | $44,850-22.0% | $60,547-42.2% | $59,633-41.3% |
| Participation rate | 47.2% | 59.5%-12.3pp | 68.0%-20.7pp | 68.7%-21.4pp |
| Annual return | -58.52% | 1074.14%-1132.7pp | 335.64%-394.2pp | 2041.45%-2100.0pp |
| Employer contribution / active EE | $409 | $1,462-72.0% | $2,419-83.1% | $2,203-81.4% |
| Participant deferral / active EE | $4,244 | $2,230+90.3% | $3,328+27.5% | $3,192+33.0% |
| Admin fee / account holder | $437 | $3,635-88.0% | $4,536-90.4% | $4,297-89.8% |