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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 | $97,711 | $106,551-8.3% | $91,225+7.1% | $134,532-27.4% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -25.35% | 160.78%-186.1pp | 114.12%-139.5pp | 418.27%-443.6pp |
| Employer contribution / active EE | $409 | $3,331-87.7% | $2,851-85.7% | $4,741-91.4% |
| Participant deferral / active EE | $7,157 | $4,718+51.7% | $4,233+69.1% | $6,401+11.8% |
| Admin fee / account holder | $420 | $6,234-93.3% | $5,422-92.3% | $11,429-96.3% |