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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 | $65,150 | $135,639-52.0% | $110,241-40.9% | $135,382-51.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -11.30% | 513.21%-524.5pp | 314.75%-326.0pp | 519.77%-531.1pp |
| Employer contribution / active EE | $2,046 | $4,907-58.3% | $3,827-46.5% | $4,779-57.2% |
| Participant deferral / active EE | $8,696 | $5,507+57.9% | $4,672+86.1% | $5,609+55.0% |
| Admin fee / account holder | $422 | $11,457-96.3% | $8,548-95.1% | $10,829-96.1% |