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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 | $63,108 | $84,685-25.5% | $73,836-14.5% | $125,389-49.7% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -3.77% | 3123.80%-3127.6pp | 2268.06%-2271.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,348 | $3,123-56.8% | $2,787-51.6% | $4,866-72.3% |
| Participant deferral / active EE | $5,094 | $3,993+27.6% | $3,583+42.2% | $5,352-4.8% |
| Admin fee / account holder | $7,976 | $5,694+40.1% | $4,882+63.4% | $9,541-16.4% |