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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 | $94,435 | $84,551+11.7% | $61,452+53.7% | $134,532-29.8% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-54.0pp |
| Annual return | -30.99% | 585.39%-616.4pp | 338.96%-369.9pp | 418.27%-449.3pp |
| Employer contribution / active EE | $566 | $1,545-63.4% | $1,160-51.2% | $4,741-88.1% |
| Participant deferral / active EE | $2,602 | $2,818-7.7% | $2,125+22.5% | $6,401-59.4% |
| Admin fee / account holder | $400 | $2,587-84.5% | $2,131-81.2% | $11,429-96.5% |