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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 | $31,788 | $92,766-65.7% | $82,763-61.6% | $134,545-76.4% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -21.86% | 946.97%-968.8pp | 702.45%-724.3pp | 418.37%-440.2pp |
| Employer contribution / active EE | $1,648 | $3,273-49.7% | $3,008-45.2% | $4,742-65.3% |
| Participant deferral / active EE | $4,940 | $4,802+2.9% | $4,395+12.4% | $6,401-22.8% |
| Admin fee / account holder | $1,324 | $5,978-77.9% | $5,325-75.1% | $11,431-88.4% |