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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 | $92,743-33.4% | $82,744-25.3% | $134,532-54.1% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -23.39% | 946.63%-970.0pp | 702.22%-725.6pp | 418.27%-441.7pp |
| Employer contribution / active EE | $1,508 | $3,273-53.9% | $3,008-49.9% | $4,741-68.2% |
| Participant deferral / active EE | $9,648 | $4,802+100.9% | $4,395+119.5% | $6,401+50.7% |
| Admin fee / account holder | $685 | $5,977-88.5% | $5,325-87.1% | $11,429-94.0% |