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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 | $76,744 | $138,075-44.4% | $123,552-37.9% | $135,379-43.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.46% | 153.70%-163.2pp | 119.20%-128.7pp | 519.79%-529.2pp |
| Employer contribution / active EE | $1,480 | $5,152-71.3% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $5,174 | $6,800-23.9% | $6,426-19.5% | $5,609-7.8% |
| Admin fee / account holder | $1,661 | $10,917-84.8% | $9,285-82.1% | $10,828-84.7% |