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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 | $23,414 | $90,617-74.2% | $79,476-70.5% | $135,382-82.7% |
| Participation rate | 57.1% | 76.1%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -99.53% | 977.57%-1077.1pp | 718.21%-817.7pp | 519.77%-619.3pp |
| Employer contribution / active EE | $10,414 | $3,068+239.5% | $2,800+271.9% | $4,779+117.9% |
| Participant deferral / active EE | $6,983 | $4,050+72.4% | $3,704+88.5% | $5,609+24.5% |
| Admin fee / account holder | $5,818 | $5,907-1.5% | $5,113+13.8% | $10,829-46.3% |