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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 | $20,050 | $65,555-69.4% | $86,216-76.7% | $75,173-73.3% |
| Participation rate | 36.8% | 60.5%-23.6pp | 69.0%-32.1pp | 67.2%-30.4pp |
| Annual return | -84.24% | 46.07%-130.3pp | 1169.42%-1253.7pp | 160.72%-245.0pp |
| Employer contribution / active EE | $2,449 | $1,553+57.6% | $2,382+2.8% | $2,671-8.3% |
| Participant deferral / active EE | $4,802 | $3,023+58.9% | $3,986+20.5% | $4,126+16.4% |
| Admin fee / account holder | $1,438 | $5,469-73.7% | $6,853-79.0% | $5,651-74.5% |