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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 | $62,596 | $84,464-25.9% | $61,399+1.9% | $134,509-53.5% |
| Participation rate | 10.5% | 62.2%-51.7pp | 52.6%-42.0pp | 81.2%-70.7pp |
| Annual return | -29.50% | 585.06%-614.6pp | 338.81%-368.3pp | 418.13%-447.6pp |
| Employer contribution / active EE | $509 | $1,545-67.1% | $1,159-56.1% | $4,741-89.3% |
| Participant deferral / active EE | $2,526 | $2,818-10.4% | $2,124+18.9% | $6,400-60.5% |
| Admin fee / account holder | $14,350 | $2,587+454.6% | $2,131+573.4% | $11,427+25.6% |