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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 | $41,766 | $138,076-69.8% | $123,553-66.2% | $135,380-69.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.15% | 153.70%-164.9pp | 119.21%-130.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $2,659 | $5,152-48.4% | $4,628-42.5% | $4,779-44.4% |
| Participant deferral / active EE | $5,748 | $6,800-15.5% | $6,426-10.6% | $5,609+2.5% |
| Admin fee / account holder | $3,419 | $10,917-68.7% | $9,284-63.2% | $10,828-68.4% |