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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 | $85,566 | $152,542-43.9% | $117,498-27.2% | $134,509-36.4% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -20.82% | 53.02%-73.8pp | 29.75%-50.6pp | 418.13%-439.0pp |
| Employer contribution / active EE | $1,787 | $5,574-67.9% | $4,178-57.2% | $4,741-62.3% |
| Participant deferral / active EE | $5,344 | $4,819+10.9% | $4,071+31.3% | $6,400-16.5% |
| Admin fee / account holder | $1,552 | $7,006-77.8% | $5,646-72.5% | $11,427-86.4% |