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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 | $25,415 | $90,617-72.0% | $79,476-68.0% | $135,382-81.2% |
| Participation rate | 66.7% | 76.1%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -19.51% | 977.57%-997.1pp | 718.21%-737.7pp | 519.77%-539.3pp |
| Employer contribution / active EE | $5,320 | $3,068+73.4% | $2,800+90.0% | $4,779+11.3% |
| Participant deferral / active EE | $4,738 | $4,050+17.0% | $3,704+27.9% | $5,609-15.5% |
| Admin fee / account holder | $301 | $5,907-94.9% | $5,113-94.1% | $10,829-97.2% |