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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 | $67,995 | $108,911-37.6% | $100,392-32.3% | $145,884-53.4% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | -5.96% | 58.23%-64.2pp | 49.45%-55.4pp | 551.85%-557.8pp |
| Employer contribution / active EE | $2,649 | $4,420-40.1% | $3,941-32.8% | $4,662-43.2% |
| Participant deferral / active EE | $2,990 | $8,459-64.6% | $8,090-63.0% | $6,690-55.3% |
| Admin fee / account holder | $11,109 | $9,698+14.5% | $7,904+40.5% | $13,392-17.1% |