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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 | $45,166 | $95,975-52.9% | $74,552-39.4% | $135,382-66.6% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -9.87% | 56.96%-66.8pp | 32.53%-42.4pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,395 | $2,716-48.6% | $1,961-28.8% | $4,779-70.8% |
| Participant deferral / active EE | $4,474 | $3,844+16.4% | $3,108+43.9% | $5,609-20.2% |
| Admin fee / account holder | $7,526 | $6,522+15.4% | $5,060+48.8% | $10,829-30.5% |