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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 | $75,553 | $67,396+12.1% | $60,919+24.0% | $134,545-43.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -21.73% | 50.12%-71.8pp | 16.96%-38.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $2,767 | $3,101-10.8% | $2,704+2.3% | $4,742-41.6% |
| Participant deferral / active EE | $6,648 | $4,534+46.6% | $3,814+74.3% | $6,401+3.9% |
| Admin fee / account holder | $405 | $4,590-91.2% | $3,228-87.5% | $11,431-96.5% |