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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 | $24,881 | $76,608-67.5% | $56,077-55.6% | $145,877-82.9% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | -59.53% | 3009.59%-3069.1pp | 1709.28%-1768.8pp | 551.28%-610.8pp |
| Employer contribution / active EE | $1,020 | $1,382-26.1% | $1,040-1.9% | $4,663-78.1% |
| Participant deferral / active EE | $1,237 | $2,624-52.9% | $1,954-36.7% | $6,691-81.5% |
| Admin fee / account holder | $562 | $3,325-83.1% | $2,825-80.1% | $13,402-95.8% |