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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 | $40,809 | $106,549-61.7% | $91,225-55.3% | $134,509-69.7% |
| Participation rate | 68.8% | 76.8%-8.1pp | 73.2%-4.5pp | 81.2%-12.5pp |
| Annual return | -21.40% | 160.73%-182.1pp | 114.10%-135.5pp | 418.13%-439.5pp |
| Employer contribution / active EE | $1,893 | $3,331-43.2% | $2,851-33.6% | $4,741-60.1% |
| Participant deferral / active EE | $3,916 | $4,719-17.0% | $4,234-7.5% | $6,400-38.8% |
| Admin fee / account holder | $1,438 | $6,234-76.9% | $5,422-73.5% | $11,427-87.4% |