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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 | $39,618 | $84,551-53.1% | $61,452-35.5% | $134,532-70.6% |
| Participation rate | 63.2% | 62.2%+1.0pp | 52.6%+10.6pp | 81.2%-18.1pp |
| Annual return | -21.82% | 585.39%-607.2pp | 338.96%-360.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,576 | $1,545+2.0% | $1,160+35.9% | $4,741-66.8% |
| Participant deferral / active EE | $4,388 | $2,818+55.7% | $2,125+106.5% | $6,401-31.4% |
| Admin fee / account holder | $2,643 | $2,587+2.1% | $2,131+24.0% | $11,429-76.9% |