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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 | $12,817 | $90,607-85.9% | $79,467-83.9% | $135,380-90.5% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -13.24% | 977.74%-991.0pp | 718.30%-731.5pp | 519.81%-533.0pp |
| Employer contribution / active EE | $1,526 | $3,068-50.3% | $2,800-45.5% | $4,779-68.1% |
| Participant deferral / active EE | $2,589 | $4,050-36.1% | $3,704-30.1% | $5,609-53.8% |
| Admin fee / account holder | $905 | $5,895-84.6% | $5,104-82.3% | $10,828-91.6% |