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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 | $46,233 | $84,684-45.4% | $73,835-37.4% | $125,388-63.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -4.39% | 3123.93%-3128.3pp | 2268.13%-2272.5pp | 282.24%-286.6pp |
| Employer contribution / active EE | $1,499 | $3,123-52.0% | $2,788-46.2% | $4,866-69.2% |
| Participant deferral / active EE | $5,081 | $3,993+27.3% | $3,583+41.8% | $5,352-5.1% |
| Admin fee / account holder | $523 | $5,691-90.8% | $4,880-89.3% | $9,541-94.5% |