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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 | $50,879 | $92,743-45.1% | $82,744-38.5% | $134,532-62.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -21.11% | 946.63%-967.7pp | 702.22%-723.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $5,689 | $3,273+73.8% | $3,008+89.1% | $4,741+20.0% |
| Participant deferral / active EE | $1,781 | $4,802-62.9% | $4,395-59.5% | $6,401-72.2% |
| Admin fee / account holder | $532 | $5,977-91.1% | $5,325-90.0% | $11,429-95.3% |