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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 | $83,839 | $100,895-16.9% | $90,430-7.3% | $158,950-47.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | -3.79% | 1725.54%-1729.3pp | 1293.73%-1297.5pp | 302.91%-306.7pp |
| Employer contribution / active EE | $1,099 | $3,689-70.2% | $3,262-66.3% | $4,762-76.9% |
| Participant deferral / active EE | $8,250 | $4,347+89.8% | $3,963+108.2% | $5,983+37.9% |
| Admin fee / account holder | $15,582 | $6,505+139.5% | $5,613+177.6% | $11,248+38.5% |