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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 | $21,694 | $84,685-74.4% | $73,836-70.6% | $125,389-82.7% |
| Participation rate | 53.3% | 76.8%-23.4pp | 73.4%-20.1pp | 83.2%-29.9pp |
| Annual return | -12.88% | 3123.80%-3136.7pp | 2268.06%-2280.9pp | 282.24%-295.1pp |
| Employer contribution / active EE | $2,238 | $3,123-28.3% | $2,787-19.7% | $4,866-54.0% |
| Participant deferral / active EE | $4,240 | $3,993+6.2% | $3,583+18.3% | $5,352-20.8% |
| Admin fee / account holder | $1,366 | $5,694-76.0% | $4,882-72.0% | $9,541-85.7% |