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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 | $77,483 | $90,606-14.5% | $79,466-2.5% | $135,379-42.8% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 82.6%-29.7pp |
| Annual return | -11.78% | 977.69%-989.5pp | 718.28%-730.1pp | 519.79%-531.6pp |
| Employer contribution / active EE | $2,189 | $3,068-28.6% | $2,800-21.8% | $4,779-54.2% |
| Participant deferral / active EE | $4,309 | $4,050+6.4% | $3,704+16.3% | $5,609-23.2% |
| Admin fee / account holder | $783 | $5,895-86.7% | $5,104-84.7% | $10,828-92.8% |