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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 | $32,277 | $90,606-64.4% | $79,466-59.4% | $135,379-76.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -42.04% | 977.69%-1019.7pp | 718.28%-760.3pp | 519.79%-561.8pp |
| Employer contribution / active EE | $250 | $3,068-91.9% | $2,800-91.1% | $4,779-94.8% |
| Participant deferral / active EE | $13,255 | $4,050+227.3% | $3,704+257.9% | $5,609+136.3% |
| Admin fee / account holder | $699 | $5,895-88.1% | $5,104-86.3% | $10,828-93.5% |