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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 | $50,716 | $154,159-67.1% | $130,026-61.0% | $139,456-63.6% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.5%-8.9pp | 80.3%-10.8pp |
| Annual return | -1.22% | 32.50%-33.7pp | -137.26%+136.0pp | 373.45%-374.7pp |
| Employer contribution / active EE | $1,163 | $5,292-78.0% | $4,321-73.1% | $4,753-75.5% |
| Participant deferral / active EE | $3,343 | $6,710-50.2% | $5,821-42.6% | $6,711-50.2% |
| Admin fee / account holder | $16,734 | $14,001+19.5% | $10,608+57.8% | $11,407+46.7% |