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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 | $85,004 | $92,766-8.4% | $82,763+2.7% | $134,545-36.8% |
| Participation rate | 23.5% | 75.2%-51.7pp | 72.6%-49.0pp | 81.2%-57.7pp |
| Annual return | -22.45% | 946.97%-969.4pp | 702.45%-724.9pp | 418.37%-440.8pp |
| Employer contribution / active EE | $800 | $3,273-75.6% | $3,008-73.4% | $4,742-83.1% |
| Participant deferral / active EE | $3,602 | $4,802-25.0% | $4,395-18.0% | $6,401-43.7% |
| Admin fee / account holder | $2,056 | $5,978-65.6% | $5,325-61.4% | $11,431-82.0% |