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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 | $34,211 | $92,684-63.1% | $82,706-58.6% | $134,509-74.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -23.57% | 945.84%-969.4pp | 701.76%-725.3pp | 418.13%-441.7pp |
| Employer contribution / active EE | $4,530 | $3,272+38.4% | $3,007+50.6% | $4,741-4.4% |
| Participant deferral / active EE | $5,557 | $4,800+15.8% | $4,394+26.5% | $6,400-13.2% |
| Admin fee / account holder | $724 | $5,982-87.9% | $5,329-86.4% | $11,427-93.7% |