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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 | $95,631 | $97,732-2.1% | $83,831+14.1% | $135,380-29.4% |
| Participation rate | 55.0% | 80.0%-25.0pp | 76.1%-21.1pp | 82.6%-27.6pp |
| Annual return | -10.90% | 1287.56%-1298.5pp | 850.99%-861.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,570 | $4,222-62.8% | $3,631-56.8% | $4,779-67.1% |
| Participant deferral / active EE | $4,242 | $4,683-9.4% | $4,082+3.9% | $5,609-24.4% |
| Admin fee / account holder | $994 | $6,675-85.1% | $5,479-81.9% | $10,828-90.8% |