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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 | $66,768 | $138,075-51.6% | $123,552-46.0% | $135,379-50.7% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -9.89% | 153.70%-163.6pp | 119.20%-129.1pp | 519.79%-529.7pp |
| Employer contribution / active EE | $2,834 | $5,152-45.0% | $4,628-38.8% | $4,779-40.7% |
| Participant deferral / active EE | $7,940 | $6,800+16.8% | $6,426+23.6% | $5,609+41.6% |
| Admin fee / account holder | $831 | $10,917-92.4% | $9,285-91.1% | $10,828-92.3% |