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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 | $44,692 | $152,591-70.7% | $117,529-62.0% | $134,545-66.8% |
| Participation rate | 62.5% | 77.1%-14.6pp | 70.6%-8.1pp | 81.2%-18.7pp |
| Annual return | -21.50% | 53.04%-74.5pp | 29.77%-51.3pp | 418.37%-439.9pp |
| Employer contribution / active EE | $2,075 | $5,576-62.8% | $4,179-50.4% | $4,742-56.2% |
| Participant deferral / active EE | $3,216 | $4,821-33.3% | $4,072-21.0% | $6,401-49.8% |
| Admin fee / account holder | $1,335 | $7,004-80.9% | $5,645-76.3% | $11,431-88.3% |