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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 | $71,973 | $106,551-32.5% | $91,225-21.1% | $134,532-46.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -39.42% | 160.78%-200.2pp | 114.12%-153.5pp | 418.27%-457.7pp |
| Employer contribution / active EE | $847 | $3,331-74.6% | $2,851-70.3% | $4,741-82.1% |
| Participant deferral / active EE | $2,596 | $4,718-45.0% | $4,233-38.7% | $6,401-59.5% |
| Admin fee / account holder | $415 | $6,234-93.3% | $5,422-92.4% | $11,429-96.4% |