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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 | $87,039 | $88,603-1.8% | $69,890+24.5% | $134,545-35.3% |
| Participation rate | 56.3% | 74.9%-18.7pp | 70.5%-14.2pp | 81.2%-25.0pp |
| Annual return | -23.01% | 442.93%-465.9pp | 190.84%-213.8pp | 418.37%-441.4pp |
| Employer contribution / active EE | $602 | $3,236-81.4% | $2,560-76.5% | $4,742-87.3% |
| Participant deferral / active EE | $2,213 | $4,771-53.6% | $3,848-42.5% | $6,401-65.4% |
| Admin fee / account holder | $4,562 | $10,443-56.3% | $6,267-27.2% | $11,431-60.1% |