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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 | $63,170 | $95,975-34.2% | $74,549-15.3% | $135,379-53.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -9.20% | 56.96%-66.2pp | 32.53%-41.7pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,844 | $2,716-32.1% | $1,961-6.0% | $4,779-61.4% |
| Participant deferral / active EE | $4,513 | $3,844+17.4% | $3,108+45.2% | $5,609-19.5% |
| Admin fee / account holder | $1,822 | $6,522-72.1% | $5,059-64.0% | $10,828-83.2% |