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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 | $67,683 | $180,466-62.5% | $154,114-56.1% | $135,382-50.0% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -9.58% | 888.15%-897.7pp | 735.16%-744.7pp | 519.77%-529.4pp |
| Employer contribution / active EE | $2,461 | $6,035-59.2% | $5,298-53.5% | $4,779-48.5% |
| Participant deferral / active EE | $5,543 | $5,806-4.5% | $5,081+9.1% | $5,609-1.2% |
| Admin fee / account holder | $14,902 | $16,144-7.7% | $13,411+11.1% | $10,829+37.6% |