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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 | $70,758 | $90,607-21.9% | $79,467-11.0% | $135,380-47.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -11.30% | 977.74%-989.0pp | 718.30%-729.6pp | 519.81%-531.1pp |
| Employer contribution / active EE | $250 | $3,068-91.9% | $2,800-91.1% | $4,779-94.8% |
| Participant deferral / active EE | $1,599 | $4,050-60.5% | $3,704-56.8% | $5,609-71.5% |
| Admin fee / account holder | $504 | $5,895-91.5% | $5,104-90.1% | $10,828-95.3% |