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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 | $33,930 | $167,362-79.7% | $143,799-76.4% | $134,532-74.8% |
| Participation rate | 69.6% | 84.8%-15.3pp | 80.3%-10.8pp | 81.2%-11.7pp |
| Annual return | -21.68% | 0.47%-22.2pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $5,602 | $5,620-0.3% | $4,952+13.1% | $4,741+18.2% |
| Participant deferral / active EE | $2,816 | $6,447-56.3% | $5,638-50.1% | $6,401-56.0% |
| Admin fee / account holder | $6,331 | $18,094-65.0% | $14,677-56.9% | $11,429-44.6% |