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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 | $84,695 | $147,727-42.7% | $115,756-26.8% | $134,545-37.1% |
| Participation rate | 42.9% | 80.4%-37.6pp | 77.1%-34.2pp | 81.2%-38.4pp |
| Annual return | -21.22% | 73.96%-95.2pp | 143.14%-164.4pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,069 | $4,713-77.3% | $3,793-71.8% | $4,742-77.5% |
| Participant deferral / active EE | $2,405 | $7,563-68.2% | $6,254-61.5% | $6,401-62.4% |
| Admin fee / account holder | $1,077 | $14,571-92.6% | $8,124-86.7% | $11,431-90.6% |