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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 | $44,922 | $160,028-71.9% | $147,080-69.5% | $145,884-69.2% |
| Participation rate | 4.5% | 84.0%-79.5pp | 82.2%-77.6pp | 80.3%-75.8pp |
| Annual return | -49.13% | 98.60%-147.7pp | 420.17%-469.3pp | 551.85%-601.0pp |
| Employer contribution / active EE | $2,384 | $5,286-54.9% | $4,933-51.7% | $4,662-48.9% |
| Participant deferral / active EE | $5,840 | $8,422-30.7% | $8,066-27.6% | $6,690-12.7% |
| Admin fee / account holder | $734,556 | $15,030+4787.3% | $12,989+5555.3% | $13,392+5385.1% |