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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 | $65,876 | $82,630-20.3% | $64,105+2.8% | $125,389-47.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | -6.12% | 1489.72%-1495.8pp | 791.24%-797.4pp | 282.24%-288.4pp |
| Employer contribution / active EE | $1,066 | $2,671-60.1% | $1,820-41.4% | $4,866-78.1% |
| Participant deferral / active EE | $4,686 | $3,608+29.9% | $2,822+66.1% | $5,352-12.4% |
| Admin fee / account holder | $2,593 | $6,382-59.4% | $4,499-42.4% | $9,541-72.8% |