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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 | $22,705 | $84,685-73.2% | $73,836-69.2% | $125,389-81.9% |
| Participation rate | 46.2% | 76.8%-30.6pp | 73.4%-27.3pp | 83.2%-37.0pp |
| Annual return | -4.36% | 3123.80%-3128.2pp | 2268.06%-2272.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,443 | $3,123-53.8% | $2,787-48.2% | $4,866-70.3% |
| Participant deferral / active EE | $2,175 | $3,993-45.5% | $3,583-39.3% | $5,352-59.4% |
| Admin fee / account holder | $2,084 | $5,694-63.4% | $4,882-57.3% | $9,541-78.2% |