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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 | $24,098 | $99,647-75.8% | $86,439-72.1% | $134,509-82.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -62.27% | 6784.13%-6846.4pp | 4395.55%-4457.8pp | 418.13%-480.4pp |
| Employer contribution / active EE | $4,731 | $4,401+7.5% | $3,769+25.5% | $4,741-0.2% |
| Participant deferral / active EE | $13,499 | $7,246+86.3% | $6,952+94.2% | $6,400+110.9% |
| Admin fee / account holder | $1,449 | $8,373-82.7% | $6,732-78.5% | $11,427-87.3% |