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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 | $63,296 | $138,076-54.2% | $123,553-48.8% | $135,380-53.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -16.42% | 153.70%-170.1pp | 119.21%-135.6pp | 519.81%-536.2pp |
| Employer contribution / active EE | $4,011 | $5,152-22.1% | $4,628-13.3% | $4,779-16.1% |
| Participant deferral / active EE | $10,211 | $6,800+50.2% | $6,426+58.9% | $5,609+82.0% |
| Admin fee / account holder | $3,742 | $10,917-65.7% | $9,284-59.7% | $10,828-65.4% |