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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 | $65,053 | $92,766-29.9% | $82,763-21.4% | $134,545-51.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -20.99% | 946.97%-968.0pp | 702.45%-723.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,445 | $3,273-25.3% | $3,008-18.7% | $4,742-48.4% |
| Participant deferral / active EE | $3,460 | $4,802-27.9% | $4,395-21.3% | $6,401-45.9% |
| Admin fee / account holder | $2,591 | $5,978-56.6% | $5,325-51.3% | $11,431-77.3% |