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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 | $69,514 | $82,630-15.9% | $64,105+8.4% | $125,389-44.6% |
| Participation rate | 64.3% | 75.9%-11.6pp | 68.2%-3.9pp | 83.2%-18.9pp |
| Annual return | -4.20% | 1489.72%-1493.9pp | 791.24%-795.4pp | 282.24%-286.4pp |
| Employer contribution / active EE | $354 | $2,671-86.7% | $1,820-80.5% | $4,866-92.7% |
| Participant deferral / active EE | $2,223 | $3,608-38.4% | $2,822-21.2% | $5,352-58.5% |
| Admin fee / account holder | $12,356 | $6,382+93.6% | $4,499+174.6% | $9,541+29.5% |