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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 | $79,517 | $90,607-12.2% | $79,467+0.1% | $135,380-41.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -15.58% | 977.74%-993.3pp | 718.30%-733.9pp | 519.81%-535.4pp |
| Employer contribution / active EE | $1,440 | $3,068-53.1% | $2,800-48.6% | $4,779-69.9% |
| Participant deferral / active EE | $12,250 | $4,050+202.4% | $3,704+230.7% | $5,609+118.4% |
| Admin fee / account holder | $932 | $5,895-84.2% | $5,104-81.7% | $10,828-91.4% |