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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 | $65,475 | $135,645-51.7% | $110,243-40.6% | $135,380-51.6% |
| Participation rate | 56.3% | 83.5%-27.2pp | 79.8%-23.6pp | 82.6%-26.4pp |
| Annual return | -9.86% | 513.24%-523.1pp | 314.76%-324.6pp | 519.81%-529.7pp |
| Employer contribution / active EE | $2,385 | $4,907-51.4% | $3,827-37.7% | $4,779-50.1% |
| Participant deferral / active EE | $4,252 | $5,507-22.8% | $4,672-9.0% | $5,609-24.2% |
| Admin fee / account holder | $11,838 | $11,458+3.3% | $8,548+38.5% | $10,828+9.3% |