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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 | $57,548 | $138,075-58.3% | $123,552-53.4% | $135,379-57.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.82% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $3,780 | $5,152-26.6% | $4,628-18.3% | $4,779-20.9% |
| Participant deferral / active EE | $9,087 | $6,800+33.6% | $6,426+41.4% | $5,609+62.0% |
| Admin fee / account holder | $7,585 | $10,917-30.5% | $9,285-18.3% | $10,828-29.9% |