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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 | $77,331 | $133,981-42.3% | $112,249-31.1% | $134,532-42.5% |
| Participation rate | 56.3% | 78.6%-22.3pp | 75.1%-18.8pp | 81.2%-25.0pp |
| Annual return | -25.44% | 47.16%-72.6pp | 27.48%-52.9pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,816 | $4,040-55.0% | $3,636-50.0% | $4,741-61.7% |
| Participant deferral / active EE | $4,792 | $5,292-9.5% | $4,729+1.3% | $6,401-25.1% |
| Admin fee / account holder | $1,289 | $7,492-82.8% | $6,412-79.9% | $11,429-88.7% |