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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 | $41,667 | $88,596-53.0% | $70,098-40.6% | $134,509-69.0% |
| Participation rate | 64.7% | 74.9%-10.2pp | 70.5%-5.8pp | 81.2%-16.5pp |
| Annual return | -24.14% | 442.67%-466.8pp | 190.76%-214.9pp | 418.13%-442.3pp |
| Employer contribution / active EE | $3,484 | $3,235+7.7% | $2,560+36.1% | $4,741-26.5% |
| Participant deferral / active EE | $6,835 | $4,772+43.2% | $3,849+77.6% | $6,400+6.8% |
| Admin fee / account holder | $3,132 | $10,441-70.0% | $6,266-50.0% | $11,427-72.6% |