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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 | $75,466 | $99,995-24.5% | $85,063-11.3% | $145,978-48.3% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | -3.90% | 83.99%-87.9pp | 66.54%-70.4pp | 550.52%-554.4pp |
| Employer contribution / active EE | $1,171 | $3,231-63.8% | $2,727-57.1% | $4,662-74.9% |
| Participant deferral / active EE | $1,564 | $5,295-70.5% | $4,523-65.4% | $6,690-76.6% |
| Admin fee / account holder | $2,205 | $7,255-69.6% | $6,155-64.2% | $13,400-83.5% |