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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 | $92,684-13.8% | $82,706-3.4% | $134,509-40.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -25.81% | 945.84%-971.7pp | 701.76%-727.6pp | 418.13%-443.9pp |
| Employer contribution / active EE | $4,699 | $3,272+43.6% | $3,007+56.3% | $4,741-0.9% |
| Participant deferral / active EE | $17,480 | $4,800+264.2% | $4,394+297.9% | $6,400+173.1% |
| Admin fee / account holder | $982 | $5,982-83.6% | $5,329-81.6% | $11,427-91.4% |