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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 | $56,109 | $78,694-28.7% | $67,652-17.1% | $125,389-55.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -4.79% | 9.46%-14.2pp | 6625.40%-6630.2pp | 282.24%-287.0pp |
| Employer contribution / active EE | $1,824 | $3,044-40.1% | $2,266-19.5% | $4,866-62.5% |
| Participant deferral / active EE | $3,418 | $4,292-20.4% | $3,560-4.0% | $5,352-36.1% |
| Admin fee / account holder | $5,977 | $7,403-19.3% | $4,821+24.0% | $9,541-37.4% |