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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 | $20,469 | $99,668-79.5% | $86,451-76.3% | $134,545-84.8% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -23.65% | 6789.61%-6813.3pp | 4398.51%-4422.2pp | 418.37%-442.0pp |
| Employer contribution / active EE | $1,669 | $4,403-62.1% | $3,770-55.7% | $4,742-64.8% |
| Participant deferral / active EE | $4,083 | $7,249-43.7% | $6,953-41.3% | $6,401-36.2% |
| Admin fee / account holder | $1,430 | $8,377-82.9% | $6,734-78.8% | $11,431-87.5% |