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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 | $50,028 | $85,790-41.7% | $67,313-25.7% | $135,380-63.0% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -12.43% | -0.54%-11.9pp | -4.08%-8.3pp | 519.81%-532.2pp |
| Employer contribution / active EE | $3,214 | $3,487-7.9% | $2,566+25.3% | $4,779-32.8% |
| Participant deferral / active EE | $7,757 | $4,651+66.8% | $3,568+117.4% | $5,609+38.3% |
| Admin fee / account holder | $2,232 | $6,392-65.1% | $4,507-50.5% | $10,828-79.4% |