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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 | $85,974 | $138,075-37.7% | $123,552-30.4% | $135,379-36.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.96% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.8pp |
| Employer contribution / active EE | $1,728 | $5,152-66.5% | $4,628-62.7% | $4,779-63.8% |
| Participant deferral / active EE | $4,477 | $6,800-34.2% | $6,426-30.3% | $5,609-20.2% |
| Admin fee / account holder | $2,263 | $10,917-79.3% | $9,285-75.6% | $10,828-79.1% |