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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 | $87,975 | $138,075-36.3% | $123,552-28.8% | $135,379-35.0% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -9.50% | 153.70%-163.2pp | 119.20%-128.7pp | 519.79%-529.3pp |
| Employer contribution / active EE | $1,580 | $5,152-69.3% | $4,628-65.9% | $4,779-66.9% |
| Participant deferral / active EE | $3,586 | $6,800-47.3% | $6,426-44.2% | $5,609-36.1% |
| Admin fee / account holder | $1,120 | $10,917-89.7% | $9,285-87.9% | $10,828-89.7% |