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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 | $67,285 | $100,805-33.3% | $86,698-22.4% | $134,532-50.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.31% | 29.09%-50.4pp | 35.95%-57.3pp | 418.27%-439.6pp |
| Employer contribution / active EE | $2,492 | $3,490-28.6% | $2,837-12.2% | $4,741-47.4% |
| Participant deferral / active EE | $5,526 | $5,339+3.5% | $4,656+18.7% | $6,401-13.7% |
| Admin fee / account holder | $734 | $10,925-93.3% | $7,493-90.2% | $11,429-93.6% |