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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 | $43,647 | $135,645-67.8% | $110,243-60.4% | $135,379-67.8% |
| Participation rate | 44.4% | 83.5%-39.0pp | 79.8%-35.4pp | 82.6%-38.2pp |
| Annual return | -9.86% | 513.24%-523.1pp | 314.76%-324.6pp | 519.79%-529.6pp |
| Employer contribution / active EE | $2,105 | $4,907-57.1% | $3,827-45.0% | $4,779-56.0% |
| Participant deferral / active EE | $6,453 | $5,507+17.2% | $4,672+38.1% | $5,609+15.0% |
| Admin fee / account holder | $7,791 | $11,458-32.0% | $8,548-8.9% | $10,828-28.0% |