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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 | $59,380 | $92,743-36.0% | $82,744-28.2% | $134,532-55.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -29.10% | 946.63%-975.7pp | 702.22%-731.3pp | 418.27%-447.4pp |
| Employer contribution / active EE | $1,008 | $3,273-69.2% | $3,008-66.5% | $4,741-78.7% |
| Participant deferral / active EE | $11,707 | $4,802+143.8% | $4,395+166.4% | $6,401+82.9% |
| Admin fee / account holder | $7,426 | $5,977+24.2% | $5,325+39.5% | $11,429-35.0% |