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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 | $54,001 | $81,763-34.0% | $58,561-7.8% | $139,466-61.3% |
| Participation rate | 38.5% | 61.3%-22.9pp | 50.9%-12.4pp | 80.3%-41.9pp |
| Annual return | -52.40% | 7427.77%-7480.2pp | 4251.33%-4303.7pp | 373.66%-426.1pp |
| Employer contribution / active EE | $821 | $1,398-41.3% | $1,053-22.1% | $4,754-82.7% |
| Participant deferral / active EE | $1,148 | $2,555-55.1% | $1,923-40.3% | $6,712-82.9% |
| Admin fee / account holder | $4,050 | $3,273+23.7% | $2,520+60.7% | $11,409-64.5% |