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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 | $96,091 | $99,644-3.6% | $86,438+11.2% | $134,532-28.6% |
| Participation rate | 58.3% | 82.1%-23.7pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -23.61% | 6787.26%-6810.9pp | 4397.19%-4420.8pp | 418.27%-441.9pp |
| Employer contribution / active EE | $2,331 | $4,402-47.0% | $3,769-38.2% | $4,741-50.8% |
| Participant deferral / active EE | $4,915 | $7,247-32.2% | $6,952-29.3% | $6,401-23.2% |
| Admin fee / account holder | $4,069 | $8,375-51.4% | $6,733-39.6% | $11,429-64.4% |