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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 | $78,266 | $92,684-15.6% | $82,706-5.4% | $134,509-41.8% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -23.44% | 945.84%-969.3pp | 701.76%-725.2pp | 418.13%-441.6pp |
| Employer contribution / active EE | $631 | $3,272-80.7% | $3,007-79.0% | $4,741-86.7% |
| Participant deferral / active EE | $1,009 | $4,800-79.0% | $4,394-77.0% | $6,400-84.2% |
| Admin fee / account holder | $10,513 | $5,982+75.7% | $5,329+97.3% | $11,427-8.0% |