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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 | $73,935 | $49,199+50.3% | $121,210-39.0% | $75,177-1.7% |
| Participation rate | 53.3% | 55.4%-2.1pp | 69.5%-16.2pp | 67.2%-13.9pp |
| Annual return | -4.75% | 56.04%-60.8pp | 987.41%-992.2pp | 160.75%-165.5pp |
| Employer contribution / active EE | $812 | $1,547-47.5% | $4,171-80.5% | $2,671-69.6% |
| Participant deferral / active EE | $5,490 | $2,630+108.7% | $4,084+34.4% | $4,126+33.0% |
| Admin fee / account holder | $1,851 | $3,946-53.1% | $5,647-67.2% | $5,651-67.2% |