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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 | $85,980 | $88,702-3.1% | $81,780+5.1% | $145,978-41.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | -8.86% | 1029.12%-1038.0pp | 776.27%-785.1pp | 550.52%-559.4pp |
| Employer contribution / active EE | $1,246 | $3,084-59.6% | $2,914-57.2% | $4,662-73.3% |
| Participant deferral / active EE | $1,418 | $4,645-69.5% | $4,321-67.2% | $6,690-78.8% |
| Admin fee / account holder | $2,939 | $8,414-65.1% | $7,384-60.2% | $13,400-78.1% |