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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 | $30,384 | $84,685-64.1% | $73,836-58.8% | $125,389-75.8% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -6.09% | 3123.80%-3129.9pp | 2268.06%-2274.1pp | 282.24%-288.3pp |
| Employer contribution / active EE | $1,107 | $3,123-64.6% | $2,787-60.3% | $4,866-77.3% |
| Participant deferral / active EE | $2,697 | $3,993-32.5% | $3,583-24.7% | $5,352-49.6% |
| Admin fee / account holder | $5,968 | $5,694+4.8% | $4,882+22.2% | $9,541-37.5% |