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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 | $62,859 | $112,933-44.3% | $90,970-30.9% | $158,982-60.5% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | -2.58% | 215.82%-218.4pp | 134.60%-137.2pp | 302.99%-305.6pp |
| Employer contribution / active EE | $1,575 | $2,893-45.6% | $2,122-25.8% | $4,763-66.9% |
| Participant deferral / active EE | $5,193 | $4,128+25.8% | $3,373+54.0% | $5,983-13.2% |
| Admin fee / account holder | $13,320 | $8,047+65.5% | $5,961+123.5% | $11,252+18.4% |