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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 | $81,340 | $134,001-39.3% | $112,258-27.5% | $134,509-39.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -25.59% | 47.15%-72.7pp | 27.47%-53.1pp | 418.13%-443.7pp |
| Employer contribution / active EE | $9,660 | $4,039+139.1% | $3,636+165.7% | $4,741+103.8% |
| Participant deferral / active EE | $6,692 | $5,291+26.5% | $4,728+41.5% | $6,400+4.6% |
| Admin fee / account holder | $5,281 | $7,491-29.5% | $6,411-17.6% | $11,427-53.8% |