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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 | $39,976 | $183,516-78.2% | $155,534-74.3% | $145,884-72.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | -12.79% | 61.43%-74.2pp | 64.92%-77.7pp | 551.85%-564.6pp |
| Employer contribution / active EE | $6,455 | $5,315+21.5% | $4,675+38.1% | $4,662+38.5% |
| Participant deferral / active EE | $13,971 | $6,467+116.1% | $5,630+148.1% | $6,690+108.9% |
| Admin fee / account holder | $3,551 | $19,293-81.6% | $15,900-77.7% | $13,392-73.5% |