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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 | $58,909 | $81,208-27.5% | $98,920-40.4% | $79,856-26.2% |
| Participation rate | 63.3% | 72.5%-9.2pp | 76.0%-12.7pp | 69.6%-6.3pp |
| Annual return | -8.68% | 60.99%-69.7pp | 196.47%-205.2pp | 31.71%-40.4pp |
| Employer contribution / active EE | $740 | $1,960-62.3% | $2,689-72.5% | $2,471-70.1% |
| Participant deferral / active EE | $2,823 | $3,265-13.5% | $4,245-33.5% | $3,741-24.5% |
| Admin fee / account holder | $9,813 | $6,013+63.2% | $6,643+47.7% | $5,306+84.9% |