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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 | $63,605 | $84,551-24.8% | $61,452+3.5% | $134,532-52.7% |
| Participation rate | 41.2% | 62.2%-21.0pp | 52.6%-11.4pp | 81.2%-40.1pp |
| Annual return | -41.78% | 585.39%-627.2pp | 338.96%-380.7pp | 418.27%-460.0pp |
| Employer contribution / active EE | $63 | $1,545-95.9% | $1,160-94.5% | $4,741-98.7% |
| Participant deferral / active EE | $1,467 | $2,818-48.0% | $2,125-31.0% | $6,401-77.1% |
| Admin fee / account holder | $977 | $2,587-62.2% | $2,131-54.2% | $11,429-91.5% |