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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 | $74,370 | $138,076-46.1% | $123,553-39.8% | $135,380-45.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.70% | 153.70%-163.4pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,844 | $5,152-64.2% | $4,628-60.2% | $4,779-61.4% |
| Participant deferral / active EE | $3,117 | $6,800-54.2% | $6,426-51.5% | $5,609-44.4% |
| Admin fee / account holder | $2,089 | $10,917-80.9% | $9,284-77.5% | $10,828-80.7% |