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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 | $79,076 | $138,075-42.7% | $123,552-36.0% | $135,379-41.6% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -9.63% | 153.70%-163.3pp | 119.20%-128.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,924 | $5,152-43.2% | $4,628-36.8% | $4,779-38.8% |
| Participant deferral / active EE | $6,197 | $6,800-8.9% | $6,426-3.6% | $5,609+10.5% |
| Admin fee / account holder | $5,651 | $10,917-48.2% | $9,285-39.1% | $10,828-47.8% |