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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 | $75,694 | $138,076-45.2% | $123,553-38.7% | $135,380-44.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.04% | 153.70%-163.7pp | 119.21%-129.2pp | 519.81%-529.8pp |
| Employer contribution / active EE | $2,028 | $5,152-60.6% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $6,015 | $6,800-11.5% | $6,426-6.4% | $5,609+7.2% |
| Admin fee / account holder | $6,676 | $10,917-38.8% | $9,284-28.1% | $10,828-38.3% |