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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 | $57,837 | $91,537-36.8% | $130,045-55.5% | $75,173-23.1% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 6.63% | -631.55%+638.2pp | -137.30%+143.9pp | 160.72%-154.1pp |
| Employer contribution / active EE | $1,889 | $2,845-33.6% | $4,321-56.3% | $2,671-29.3% |
| Participant deferral / active EE | $3,717 | $4,343-14.4% | $5,820-36.1% | $4,126-9.9% |
| Admin fee / account holder | $1,816 | $6,780-73.2% | $10,600-82.9% | $5,651-67.9% |