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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 | $70,289 | $90,607-22.4% | $79,467-11.6% | $135,380-48.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -11.09% | 977.74%-988.8pp | 718.30%-729.4pp | 519.81%-530.9pp |
| Employer contribution / active EE | $3,463 | $3,068+12.9% | $2,800+23.6% | $4,779-27.5% |
| Participant deferral / active EE | $6,635 | $4,050+63.8% | $3,704+79.1% | $5,609+18.3% |
| Admin fee / account holder | $967 | $5,895-83.6% | $5,104-81.1% | $10,828-91.1% |