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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 | $20,003 | $92,684-78.4% | $82,706-75.8% | $134,509-85.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -24.88% | 945.84%-970.7pp | 701.76%-726.6pp | 418.13%-443.0pp |
| Employer contribution / active EE | $4,712 | $3,272+44.0% | $3,007+56.7% | $4,741-0.6% |
| Participant deferral / active EE | $11,173 | $4,800+132.8% | $4,394+154.3% | $6,400+74.6% |
| Admin fee / account holder | $670 | $5,982-88.8% | $5,329-87.4% | $11,427-94.1% |