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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 | $36,127 | $90,606-60.1% | $79,466-54.5% | $135,379-73.3% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | -15.52% | 977.69%-993.2pp | 718.28%-733.8pp | 519.79%-535.3pp |
| Employer contribution / active EE | $172 | $3,068-94.4% | $2,800-93.9% | $4,779-96.4% |
| Participant deferral / active EE | $2,090 | $4,050-48.4% | $3,704-43.6% | $5,609-62.7% |
| Admin fee / account holder | $3,638 | $5,895-38.3% | $5,104-28.7% | $10,828-66.4% |