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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 | $91,480 | $190,879-52.1% | $160,009-42.8% | $134,532-32.0% |
| Participation rate | 31.6% | 82.0%-50.4pp | 78.0%-46.4pp | 81.2%-49.7pp |
| Annual return | -22.08% | 552.63%-574.7pp | 408.85%-430.9pp | 418.27%-440.3pp |
| Employer contribution / active EE | $961 | $4,995-80.8% | $4,225-77.3% | $4,741-79.7% |
| Participant deferral / active EE | $5,602 | $6,924-19.1% | $6,183-9.4% | $6,401-12.5% |
| Admin fee / account holder | $3,362 | $10,495-68.0% | $8,715-61.4% | $11,429-70.6% |