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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 | $89,159 | $92,766-3.9% | $82,763+7.7% | $134,545-33.7% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -23.58% | 946.97%-970.6pp | 702.45%-726.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $521 | $3,273-84.1% | $3,008-82.7% | $4,742-89.0% |
| Participant deferral / active EE | $2,218 | $4,802-53.8% | $4,395-49.5% | $6,401-65.4% |
| Admin fee / account holder | $3,175 | $5,978-46.9% | $5,325-40.4% | $11,431-72.2% |