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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 | $37,706 | $95,975-60.7% | $74,552-49.4% | $135,382-72.1% |
| Participation rate | 69.2% | 75.7%-6.4pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -10.14% | 56.96%-67.1pp | 32.53%-42.7pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,759 | $2,716-35.2% | $1,961-10.3% | $4,779-63.2% |
| Participant deferral / active EE | $5,360 | $3,844+39.5% | $3,108+72.5% | $5,609-4.4% |
| Admin fee / account holder | $5,335 | $6,522-18.2% | $5,060+5.5% | $10,829-50.7% |