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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 | $73,326 | $138,072-46.9% | $123,549-40.7% | $135,382-45.8% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -40.87% | 153.69%-194.6pp | 119.20%-160.1pp | 519.77%-560.6pp |
| Employer contribution / active EE | $5,977 | $5,152+16.0% | $4,628+29.1% | $4,779+25.1% |
| Participant deferral / active EE | $11,246 | $6,799+65.4% | $6,426+75.0% | $5,609+100.5% |
| Admin fee / account holder | $2,650 | $10,917-75.7% | $9,284-71.5% | $10,829-75.5% |