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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 | $91,135 | $168,636-46.0% | $147,617-38.3% | $125,393-27.3% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -6.89% | 77.65%-84.5pp | 61.98%-68.9pp | 282.23%-289.1pp |
| Employer contribution / active EE | $2,769 | $6,252-55.7% | $5,565-50.2% | $4,866-43.1% |
| Participant deferral / active EE | $5,222 | $5,507-5.2% | $4,895+6.7% | $5,351-2.4% |
| Admin fee / account holder | $1,310 | $13,580-90.4% | $11,611-88.7% | $9,541-86.3% |