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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 | $80,355 | $138,072-41.8% | $123,549-35.0% | $135,382-40.6% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -10.84% | 153.69%-164.5pp | 119.20%-130.0pp | 519.77%-530.6pp |
| Employer contribution / active EE | $3,064 | $5,152-40.5% | $4,628-33.8% | $4,779-35.9% |
| Participant deferral / active EE | $3,627 | $6,799-46.7% | $6,426-43.6% | $5,609-35.3% |
| Admin fee / account holder | $4,674 | $10,917-57.2% | $9,284-49.7% | $10,829-56.8% |