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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 | $51,191 | $84,685-39.6% | $73,836-30.7% | $125,389-59.2% |
| Participation rate | 61.5% | 76.8%-15.2pp | 73.4%-11.9pp | 83.2%-21.7pp |
| Annual return | -4.45% | 3123.80%-3128.3pp | 2268.06%-2272.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $1,443 | $3,123-53.8% | $2,787-48.2% | $4,866-70.4% |
| Participant deferral / active EE | $2,003 | $3,993-49.8% | $3,583-44.1% | $5,352-62.6% |
| Admin fee / account holder | $1,315 | $5,694-76.9% | $4,882-73.1% | $9,541-86.2% |