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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 | $22,469 | $84,685-73.5% | $73,836-69.6% | $125,389-82.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -4.67% | 3123.80%-3128.5pp | 2268.06%-2272.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $637 | $3,123-79.6% | $2,787-77.1% | $4,866-86.9% |
| Participant deferral / active EE | $2,667 | $3,993-33.2% | $3,583-25.6% | $5,352-50.2% |
| Admin fee / account holder | $1,909 | $5,694-66.5% | $4,882-60.9% | $9,541-80.0% |