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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 | $96,226 | $92,743+3.8% | $82,744+16.3% | $134,532-28.5% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -23.10% | 946.63%-969.7pp | 702.22%-725.3pp | 418.27%-441.4pp |
| Employer contribution / active EE | $332 | $3,273-89.9% | $3,008-89.0% | $4,741-93.0% |
| Participant deferral / active EE | $3,837 | $4,802-20.1% | $4,395-12.7% | $6,401-40.1% |
| Admin fee / account holder | $839 | $5,977-86.0% | $5,325-84.2% | $11,429-92.7% |