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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 | $35,732 | $160,070-77.7% | $147,117-75.7% | $145,897-75.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -50.73% | 98.69%-149.4pp | 420.54%-471.3pp | 552.29%-603.0pp |
| Employer contribution / active EE | $2,983 | $5,285-43.6% | $4,932-39.5% | $4,663-36.0% |
| Participant deferral / active EE | $3,699 | $8,419-56.1% | $8,065-54.1% | $6,689-44.7% |
| Admin fee / account holder | $2,546 | $15,035-83.1% | $12,993-80.4% | $13,390-81.0% |