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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 | $64,492 | $84,685-23.8% | $73,836-12.7% | $125,389-48.6% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -4.40% | 3123.80%-3128.2pp | 2268.06%-2272.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,320 | $3,123-57.7% | $2,787-52.6% | $4,866-72.9% |
| Participant deferral / active EE | $996 | $3,993-75.1% | $3,583-72.2% | $5,352-81.4% |
| Admin fee / account holder | $77,237 | $5,694+1256.5% | $4,882+1482.1% | $9,541+709.5% |