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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 | $61,837 | $138,072-55.2% | $123,549-49.9% | $135,382-54.3% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -9.64% | 153.69%-163.3pp | 119.20%-128.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $8,914 | $5,152+73.0% | $4,628+92.6% | $4,779+86.5% |
| Participant deferral / active EE | $6,410 | $6,799-5.7% | $6,426-0.2% | $5,609+14.3% |
| Admin fee / account holder | $530 | $10,917-95.1% | $9,284-94.3% | $10,829-95.1% |