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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 | $81,372 | $134,001-39.3% | $112,258-27.5% | $134,509-39.5% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-13.9pp | 81.2%-20.1pp |
| Annual return | -22.46% | 47.15%-69.6pp | 27.47%-49.9pp | 418.13%-440.6pp |
| Employer contribution / active EE | $1,981 | $4,039-51.0% | $3,636-45.5% | $4,741-58.2% |
| Participant deferral / active EE | $3,235 | $5,291-38.9% | $4,728-31.6% | $6,400-49.5% |
| Admin fee / account holder | $8,031 | $7,491+7.2% | $6,411+25.3% | $11,427-29.7% |