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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 | $58,223 | $69,248-15.9% | $64,101-9.2% | $139,466-58.3% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | -64.61% | 45.95%-110.6pp | 33.72%-98.3pp | 373.66%-438.3pp |
| Employer contribution / active EE | $2,530 | $3,185-20.6% | $2,749-7.9% | $4,754-46.8% |
| Participant deferral / active EE | $10,721 | $4,682+129.0% | $3,881+176.2% | $6,712+59.7% |
| Admin fee / account holder | $98,709 | $4,247+2224.0% | $3,070+3115.0% | $11,409+765.2% |