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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 | $44,922 | $159,978-71.9% | $147,041-69.4% | $145,978-69.2% |
| Participation rate | 4.5% | 84.0%-79.5pp | 82.2%-77.6pp | 80.3%-75.7pp |
| Annual return | -49.13% | 98.36%-147.5pp | 419.21%-468.3pp | 550.52%-599.6pp |
| Employer contribution / active EE | $2,384 | $5,288-54.9% | $4,935-51.7% | $4,662-48.9% |
| Participant deferral / active EE | $5,840 | $8,429-30.7% | $8,071-27.6% | $6,690-12.7% |
| Admin fee / account holder | $734,556 | $15,053+4779.7% | $13,006+5547.7% | $13,400+5381.6% |