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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 | $38,863 | $157,296-75.3% | $141,191-72.5% | $152,897-74.6% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | -5.84% | 64.34%-70.2pp | 71.41%-77.2pp | 345.43%-351.3pp |
| Employer contribution / active EE | $3,065 | $5,262-41.8% | $4,736-35.3% | $4,764-35.7% |
| Participant deferral / active EE | $3,065 | $7,111-56.9% | $6,710-54.3% | $5,851-47.6% |
| Admin fee / account holder | $2,667 | $12,125-78.0% | $10,264-74.0% | $11,599-77.0% |