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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 | $56,763 | $95,580-40.6% | $76,872-26.2% | $139,466-59.3% |
| Participation rate | 56.5% | 74.0%-17.4pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | -39.83% | 55.00%-94.8pp | 37.90%-77.7pp | 373.66%-413.5pp |
| Employer contribution / active EE | $3,868 | $3,145+23.0% | $2,533+52.7% | $4,754-18.6% |
| Participant deferral / active EE | $5,828 | $4,623+26.1% | $3,832+52.1% | $6,712-13.2% |
| Admin fee / account holder | $2,914 | $8,302-64.9% | $5,476-46.8% | $11,409-74.5% |