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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 | $43,376 | $168,635-74.3% | $147,617-70.6% | $125,389-65.4% |
| Participation rate | 37.5% | 88.8%-51.3pp | 84.6%-47.1pp | 83.2%-45.7pp |
| Annual return | -9.84% | 77.65%-87.5pp | 61.98%-71.8pp | 282.24%-292.1pp |
| Employer contribution / active EE | $3,288 | $6,252-47.4% | $5,564-40.9% | $4,866-32.4% |
| Participant deferral / active EE | $5,550 | $5,507+0.8% | $4,895+13.4% | $5,352+3.7% |
| Admin fee / account holder | $7,212 | $13,580-46.9% | $11,612-37.9% | $9,541-24.4% |