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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 | $40,678 | $138,075-70.5% | $123,552-67.1% | $135,379-70.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.35% | 153.70%-164.0pp | 119.20%-129.6pp | 519.79%-530.1pp |
| Employer contribution / active EE | $2,148 | $5,152-58.3% | $4,628-53.6% | $4,779-55.1% |
| Participant deferral / active EE | $10,375 | $6,800+52.6% | $6,426+61.5% | $5,609+85.0% |
| Admin fee / account holder | $5,724 | $10,917-47.6% | $9,285-38.3% | $10,828-47.1% |