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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 | $23,986 | $90,606-73.5% | $79,466-69.8% | $135,379-82.3% |
| Participation rate | 5.9% | 76.0%-70.2pp | 73.3%-67.5pp | 82.6%-76.8pp |
| Annual return | -20.81% | 977.69%-998.5pp | 718.28%-739.1pp | 519.79%-540.6pp |
| Employer contribution / active EE | $2,450 | $3,068-20.1% | $2,800-12.5% | $4,779-48.7% |
| Participant deferral / active EE | $5,743 | $4,050+41.8% | $3,704+55.1% | $5,609+2.4% |
| Admin fee / account holder | $891 | $5,895-84.9% | $5,104-82.6% | $10,828-91.8% |