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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 | $68,988 | $168,635-59.1% | $147,617-53.3% | $125,389-45.0% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -4.91% | 77.65%-82.6pp | 61.98%-66.9pp | 282.24%-287.2pp |
| Employer contribution / active EE | $2,314 | $6,252-63.0% | $5,564-58.4% | $4,866-52.4% |
| Participant deferral / active EE | $7,635 | $5,507+38.6% | $4,895+56.0% | $5,352+42.7% |
| Admin fee / account holder | $1,642 | $13,580-87.9% | $11,612-85.9% | $9,541-82.8% |