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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 | $54,848 | $100,895-45.6% | $90,430-39.3% | $158,950-65.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | -89.96% | 1725.54%-1815.5pp | 1293.73%-1383.7pp | 302.91%-392.9pp |
| Employer contribution / active EE | $1,557 | $3,689-57.8% | $3,262-52.3% | $4,762-67.3% |
| Participant deferral / active EE | $8,832 | $4,347+103.2% | $3,963+122.9% | $5,983+47.6% |
| Admin fee / account holder | $327 | $6,505-95.0% | $5,613-94.2% | $11,248-97.1% |