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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 | $32,583 | $92,743-64.9% | $82,744-60.6% | $134,532-75.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -37.74% | 946.63%-984.4pp | 702.22%-740.0pp | 418.27%-456.0pp |
| Employer contribution / active EE | $5,896 | $3,273+80.2% | $3,008+96.0% | $4,741+24.4% |
| Participant deferral / active EE | $10,250 | $4,802+113.5% | $4,395+133.2% | $6,401+60.1% |
| Admin fee / account holder | $8,496 | $5,977+42.1% | $5,325+59.6% | $11,429-25.7% |