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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 | $40,367 | $84,697-52.3% | $73,845-45.3% | $125,393-67.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -7.22% | 3123.66%-3130.9pp | 2267.91%-2275.1pp | 282.23%-289.5pp |
| Employer contribution / active EE | $3,838 | $3,123+22.9% | $2,788+37.7% | $4,866-21.1% |
| Participant deferral / active EE | $2,984 | $3,993-25.3% | $3,583-16.7% | $5,351-44.2% |
| Admin fee / account holder | $11,454 | $5,692+101.2% | $4,881+134.7% | $9,541+20.1% |