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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 | $73,063 | $138,075-47.1% | $123,552-40.9% | $135,379-46.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.77% | 153.70%-163.5pp | 119.20%-129.0pp | 519.79%-529.6pp |
| Employer contribution / active EE | $5,093 | $5,152-1.1% | $4,628+10.0% | $4,779+6.6% |
| Participant deferral / active EE | $13,325 | $6,800+96.0% | $6,426+107.4% | $5,609+137.6% |
| Admin fee / account holder | $1,100 | $10,917-89.9% | $9,285-88.1% | $10,828-89.8% |