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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 | $77,068 | $134,001-42.5% | $112,258-31.3% | $134,509-42.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -25.34% | 47.15%-72.5pp | 27.47%-52.8pp | 418.13%-443.5pp |
| Employer contribution / active EE | $2,355 | $4,039-41.7% | $3,636-35.2% | $4,741-50.3% |
| Participant deferral / active EE | $3,612 | $5,291-31.7% | $4,728-23.6% | $6,400-43.6% |
| Admin fee / account holder | $966 | $7,491-87.1% | $6,411-84.9% | $11,427-91.5% |