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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 | $73,129 | $138,076-47.0% | $123,553-40.8% | $135,380-46.0% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | -9.68% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $2,525 | $5,152-51.0% | $4,628-45.4% | $4,779-47.2% |
| Participant deferral / active EE | $3,864 | $6,800-43.2% | $6,426-39.9% | $5,609-31.1% |
| Admin fee / account holder | $359 | $10,917-96.7% | $9,284-96.1% | $10,828-96.7% |