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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 | $47,977 | $108,701-55.9% | $74,723-35.8% | $152,909-68.6% |
| Participation rate | 68.2% | 65.4%+2.8pp | 54.5%+13.7pp | 82.5%-14.3pp |
| Annual return | -23.97% | 114.12%-138.1pp | 753.18%-777.1pp | 345.46%-369.4pp |
| Employer contribution / active EE | $986 | $1,504-34.5% | $1,084-9.1% | $4,764-79.3% |
| Participant deferral / active EE | $3,858 | $2,709+42.4% | $1,962+96.7% | $5,851-34.1% |
| Admin fee / account holder | $4,944 | $4,906+0.8% | $3,335+48.3% | $11,601-57.4% |