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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 | $82,175 | $138,076-40.5% | $123,553-33.5% | $135,380-39.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -11.55% | 153.70%-165.3pp | 119.21%-130.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $1,312 | $5,152-74.5% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $8,457 | $6,800+24.4% | $6,426+31.6% | $5,609+50.8% |
| Admin fee / account holder | $341 | $10,917-96.9% | $9,284-96.3% | $10,828-96.8% |