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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 | $79,902 | $92,743-13.8% | $82,744-3.4% | $134,532-40.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -25.81% | 946.63%-972.4pp | 702.22%-728.0pp | 418.27%-444.1pp |
| Employer contribution / active EE | $4,699 | $3,273+43.6% | $3,008+56.2% | $4,741-0.9% |
| Participant deferral / active EE | $17,480 | $4,802+264.0% | $4,395+297.8% | $6,401+173.1% |
| Admin fee / account holder | $982 | $5,977-83.6% | $5,325-81.6% | $11,429-91.4% |