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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 | $52,479 | $190,916-72.5% | $160,037-67.2% | $134,545-61.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -20.57% | 552.79%-573.4pp | 408.95%-429.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,325 | $4,996-73.5% | $4,226-68.6% | $4,742-72.1% |
| Participant deferral / active EE | $9,329 | $6,925+34.7% | $6,184+50.9% | $6,401+45.7% |
| Admin fee / account holder | $391 | $10,497-96.3% | $8,716-95.5% | $11,431-96.6% |