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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 | $87,730 | $138,072-36.5% | $123,549-29.0% | $135,382-35.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -10.12% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,919 | $5,152-62.8% | $4,628-58.5% | $4,779-59.9% |
| Participant deferral / active EE | $3,826 | $6,799-43.7% | $6,426-40.5% | $5,609-31.8% |
| Admin fee / account holder | $782 | $10,917-92.8% | $9,284-91.6% | $10,829-92.8% |