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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 | $50,855 | $92,766-45.2% | $82,763-38.6% | $134,545-62.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -21.75% | 946.97%-968.7pp | 702.45%-724.2pp | 418.37%-440.1pp |
| Employer contribution / active EE | $6,774 | $3,273+107.0% | $3,008+125.2% | $4,742+42.9% |
| Participant deferral / active EE | $8,333 | $4,802+73.5% | $4,395+89.6% | $6,401+30.2% |
| Admin fee / account holder | $3,710 | $5,978-37.9% | $5,325-30.3% | $11,431-67.5% |