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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 | $33,693 | $138,076-75.6% | $123,553-72.7% | $135,380-75.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -13.46% | 153.70%-167.2pp | 119.21%-132.7pp | 519.81%-533.3pp |
| Employer contribution / active EE | $1,367 | $5,152-73.5% | $4,628-70.5% | $4,779-71.4% |
| Participant deferral / active EE | $8,300 | $6,800+22.1% | $6,426+29.2% | $5,609+48.0% |
| Admin fee / account holder | $378 | $10,917-96.5% | $9,284-95.9% | $10,828-96.5% |