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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 | $60,225 | $58,234+3.4% | $81,783-26.4% | $80,874-25.5% |
| Participation rate | 47.8% | 63.4%-15.6pp | 72.4%-24.5pp | 67.6%-19.8pp |
| Annual return | -26.28% | 41.70%-68.0pp | 775.05%-801.3pp | 35.62%-61.9pp |
| Employer contribution / active EE | $1,051 | $2,341-55.1% | $2,913-63.9% | $2,756-61.9% |
| Participant deferral / active EE | $4,452 | $3,283+35.6% | $4,320+3.1% | $4,297+3.6% |
| Admin fee / account holder | $1,722 | $4,982-65.4% | $7,380-76.7% | $6,935-75.2% |