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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 | $79,836 | $90,606-11.9% | $79,466+0.5% | $135,379-41.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -9.88% | 977.69%-987.6pp | 718.28%-728.2pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,787 | $3,068-9.2% | $2,800-0.5% | $4,779-41.7% |
| Participant deferral / active EE | $6,327 | $4,050+56.2% | $3,704+70.8% | $5,609+12.8% |
| Admin fee / account holder | $1,288 | $5,895-78.2% | $5,104-74.8% | $10,828-88.1% |