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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 | $71,471 | $94,529-24.4% | $140,019-49.0% | $64,173+11.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 87.5%-27.5pp | 69.6%-9.6pp |
| Annual return | -7.78% | 7.77%-15.6pp | 651.15%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,366 | $3,812-64.2% | $5,605-75.6% | $2,381-42.6% |
| Participant deferral / active EE | $5,001 | $5,250-4.7% | $6,927-27.8% | $3,470+44.1% |
| Admin fee / account holder | $1,619 | $6,741-76.0% | $10,705-84.9% | $4,887-66.9% |