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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 | $62,958 | $131,835-52.2% | $108,582-42.0% | $273,972-77.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | -0.97% | -91.57%+90.6pp | -51.70%+50.7pp | 41.46%-42.4pp |
| Employer contribution / active EE | $1,619 | $4,913-67.0% | $3,758-56.9% | $4,869-66.7% |
| Participant deferral / active EE | $2,086 | $5,127-59.3% | $4,311-51.6% | $5,287-60.5% |
| Admin fee / account holder | $12,084 | $10,253+17.9% | $7,645+58.1% | $10,133+19.3% |