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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 | $21,296 | $90,606-76.5% | $79,466-73.2% | $135,379-84.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -12.14% | 977.69%-989.8pp | 718.28%-730.4pp | 519.79%-531.9pp |
| Employer contribution / active EE | $3,185 | $3,068+3.8% | $2,800+13.7% | $4,779-33.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $316 | $5,895-94.6% | $5,104-93.8% | $10,828-97.1% |