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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 | $33,491 | $133,981-75.0% | $112,249-70.2% | $134,532-75.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -20.86% | 47.16%-68.0pp | 27.48%-48.3pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,681 | $4,040-58.4% | $3,636-53.8% | $4,741-64.5% |
| Participant deferral / active EE | $6,567 | $5,292+24.1% | $4,729+38.9% | $6,401+2.6% |
| Admin fee / account holder | $586 | $7,492-92.2% | $6,412-90.9% | $11,429-94.9% |