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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 | $59,330 | $97,729-39.3% | $83,830-29.2% | $135,379-56.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -9.76% | 1287.52%-1297.3pp | 850.97%-860.7pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,238 | $4,222-47.0% | $3,631-38.4% | $4,779-53.2% |
| Participant deferral / active EE | $7,007 | $4,683+49.6% | $4,082+71.7% | $5,609+24.9% |
| Admin fee / account holder | $2,375 | $6,674-64.4% | $5,479-56.6% | $10,828-78.1% |