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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 | $60,283 | $60,139+0.2% | $90,461-33.4% | $79,856-24.5% |
| Participation rate | 65.5% | 65.0%+0.5pp | 72.7%-7.2pp | 69.6%-4.1pp |
| Annual return | -10.47% | 71.96%-82.4pp | 1294.76%-1305.2pp | 31.71%-42.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,667 | $2,939-43.3% | $3,964-57.9% | $3,741-55.4% |
| Admin fee / account holder | $148,122 | $3,978+3623.3% | $5,617+2537.2% | $5,306+2691.4% |