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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 | $50,618 | $90,606-44.1% | $79,466-36.3% | $135,379-62.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -31.46% | 977.69%-1009.1pp | 718.28%-749.7pp | 519.79%-551.2pp |
| Employer contribution / active EE | $17,563 | $3,068+472.5% | $2,800+527.2% | $4,779+267.5% |
| Participant deferral / active EE | $3,250 | $4,050-19.8% | $3,704-12.3% | $5,609-42.1% |
| Admin fee / account holder | $1,149 | $5,895-80.5% | $5,104-77.5% | $10,828-89.4% |