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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 | $34,250 | $133,983-74.4% | $112,244-69.5% | $134,493-74.5% |
| Participation rate | 45.5% | 78.6%-33.1pp | 75.1%-29.6pp | 81.2%-35.8pp |
| Annual return | -21.97% | 47.13%-69.1pp | 27.46%-49.4pp | 418.01%-440.0pp |
| Employer contribution / active EE | $2,070 | $4,039-48.7% | $3,635-43.1% | $4,740-56.3% |
| Participant deferral / active EE | $5,543 | $5,291+4.8% | $4,728+17.2% | $6,400-13.4% |
| Admin fee / account holder | $606 | $7,490-91.9% | $6,411-90.5% | $11,425-94.7% |