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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 | $89,476 | $70,366+27.2% | $66,674+34.2% | $138,895-35.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | -77.31% | 386.41%-463.7pp | 321.24%-398.6pp | 145.39%-222.7pp |
| Employer contribution / active EE | $12,353 | $2,765+346.7% | $2,620+371.5% | $4,194+194.5% |
| Participant deferral / active EE | $25,369 | $4,374+480.0% | $4,084+521.2% | $6,396+296.6% |
| Admin fee / account holder | $6,304 | $5,262+19.8% | $5,098+23.6% | $12,562-49.8% |