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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 | $21,671 | $49,891-56.6% | $80,607-73.1% | $75,181-71.2% |
| Participation rate | 68.8% | 55.3%+13.4pp | 67.0%+1.7pp | 67.2%+1.6pp |
| Annual return | -62.21% | 34.67%-96.9pp | 936.11%-998.3pp | 160.69%-222.9pp |
| Employer contribution / active EE | $1,856 | $1,698+9.3% | $2,724-31.9% | $2,671-30.5% |
| Participant deferral / active EE | $2,872 | $2,991-4.0% | $4,448-35.4% | $4,126-30.4% |
| Admin fee / account holder | $11,310 | $3,578+216.2% | $5,379+110.3% | $5,650+100.2% |