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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 | $62,593 | $152,542-59.0% | $117,498-46.7% | $134,509-53.5% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -52.35% | 53.02%-105.4pp | 29.75%-82.1pp | 418.13%-470.5pp |
| Employer contribution / active EE | $13,351 | $5,574+139.5% | $4,178+219.6% | $4,741+181.6% |
| Participant deferral / active EE | $13,979 | $4,819+190.0% | $4,071+243.3% | $6,400+118.4% |
| Admin fee / account holder | $3,863 | $7,006-44.9% | $5,646-31.6% | $11,427-66.2% |