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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 | $12,312 | $90,606-86.4% | $79,466-84.5% | $135,379-90.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -16.93% | 977.69%-994.6pp | 718.28%-735.2pp | 519.79%-536.7pp |
| Employer contribution / active EE | $1,349 | $3,068-56.0% | $2,800-51.8% | $4,779-71.8% |
| Participant deferral / active EE | $2,016 | $4,050-50.2% | $3,704-45.6% | $5,609-64.1% |
| Admin fee / account holder | $4,246 | $5,895-28.0% | $5,104-16.8% | $10,828-60.8% |