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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 | $72,402 | $84,685-14.5% | $73,836-1.9% | $125,389-42.3% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | -15.97% | 3123.80%-3139.8pp | 2268.06%-2284.0pp | 282.24%-298.2pp |
| Employer contribution / active EE | $8,459 | $3,123+170.8% | $2,787+203.5% | $4,866+73.8% |
| Participant deferral / active EE | $8,990 | $3,993+125.2% | $3,583+150.9% | $5,352+68.0% |
| Admin fee / account holder | $794 | $5,694-86.0% | $4,882-83.7% | $9,541-91.7% |