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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 | $74,785 | $92,743-19.4% | $82,744-9.6% | $134,532-44.4% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.6%-8.3pp | 81.2%-16.9pp |
| Annual return | -21.48% | 946.63%-968.1pp | 702.22%-723.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $3,125 | $3,273-4.5% | $3,008+3.9% | $4,741-34.1% |
| Participant deferral / active EE | $1,865 | $4,802-61.2% | $4,395-57.6% | $6,401-70.9% |
| Admin fee / account holder | $11,204 | $5,977+87.4% | $5,325+110.4% | $11,429-2.0% |