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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 | $61,807 | $92,684-33.3% | $82,706-25.3% | $134,509-54.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -23.39% | 945.84%-969.2pp | 701.76%-725.2pp | 418.13%-441.5pp |
| Employer contribution / active EE | $1,508 | $3,272-53.9% | $3,007-49.8% | $4,741-68.2% |
| Participant deferral / active EE | $9,648 | $4,800+101.0% | $4,394+119.6% | $6,400+50.7% |
| Admin fee / account holder | $685 | $5,982-88.5% | $5,329-87.1% | $11,427-94.0% |