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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 | $34,808 | $57,352-39.3% | $83,831-58.5% | $64,173-45.8% |
| Participation rate | 67.4% | 68.6%-1.2pp | 76.1%-8.7pp | 69.6%-2.1pp |
| Annual return | -9.10% | 11.38%-20.5pp | 850.99%-860.1pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,738 | $2,546-31.7% | $3,631-52.1% | $2,381-27.0% |
| Participant deferral / active EE | $2,737 | $2,993-8.5% | $4,082-32.9% | $3,470-21.1% |
| Admin fee / account holder | $8,493 | $4,046+109.9% | $5,479+55.0% | $4,887+73.8% |