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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 | $34,390 | $97,761-64.8% | $83,850-59.0% | $135,382-74.6% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -10.03% | 1287.44%-1297.5pp | 850.92%-860.9pp | 519.77%-529.8pp |
| Employer contribution / active EE | $2,272 | $4,222-46.2% | $3,631-37.4% | $4,779-52.4% |
| Participant deferral / active EE | $5,424 | $4,682+15.8% | $4,082+32.9% | $5,609-3.3% |
| Admin fee / account holder | $417 | $6,674-93.8% | $5,478-92.4% | $10,829-96.1% |