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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 | $30,734 | $138,102-77.7% | $125,381-75.5% | $134,532-77.2% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -21.93% | 750.73%-772.7pp | 572.31%-594.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,670 | $5,245-68.2% | $4,815-65.3% | $4,741-64.8% |
| Participant deferral / active EE | $3,300 | $7,801-57.7% | $7,448-55.7% | $6,401-48.4% |
| Admin fee / account holder | $1,011 | $11,568-91.3% | $10,007-89.9% | $11,429-91.2% |