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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 | $58,794 | $90,606-35.1% | $79,466-26.0% | $135,379-56.6% |
| Participation rate | 16.7% | 76.0%-59.4pp | 73.3%-56.7pp | 82.6%-66.0pp |
| Annual return | -1112.00% | 977.69%-2089.7pp | 718.28%-1830.3pp | 519.79%-1631.8pp |
| Employer contribution / active EE | $1,800 | $3,068-41.3% | $2,800-35.7% | $4,779-62.3% |
| Participant deferral / active EE | $8,083 | $4,050+99.6% | $3,704+118.2% | $5,609+44.1% |
| Admin fee / account holder | $1,118 | $5,895-81.0% | $5,104-78.1% | $10,828-89.7% |