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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 | $19,933 | $138,102-85.6% | $125,381-84.1% | $134,532-85.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.50% | 750.73%-773.2pp | 572.31%-594.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $2,972 | $5,245-43.3% | $4,815-38.3% | $4,741-37.3% |
| Participant deferral / active EE | $6,181 | $7,801-20.8% | $7,448-17.0% | $6,401-3.4% |
| Admin fee / account holder | $30,590 | $11,568+164.4% | $10,007+205.7% | $11,429+167.7% |