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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 | $68,925 | $92,684-25.6% | $82,706-16.7% | $134,509-48.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -25.36% | 945.84%-971.2pp | 701.76%-727.1pp | 418.13%-443.5pp |
| Employer contribution / active EE | $1,334 | $3,272-59.2% | $3,007-55.7% | $4,741-71.9% |
| Participant deferral / active EE | $6,503 | $4,800+35.5% | $4,394+48.0% | $6,400+1.6% |
| Admin fee / account holder | $501 | $5,982-91.6% | $5,329-90.6% | $11,427-95.6% |