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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 | $40,629 | $168,635-75.9% | $147,617-72.5% | $125,389-67.6% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -8.95% | 77.65%-86.6pp | 61.98%-70.9pp | 282.24%-291.2pp |
| Employer contribution / active EE | $1,280 | $6,252-79.5% | $5,564-77.0% | $4,866-73.7% |
| Participant deferral / active EE | $2,643 | $5,507-52.0% | $4,895-46.0% | $5,352-50.6% |
| Admin fee / account holder | $6,837 | $13,580-49.7% | $11,612-41.1% | $9,541-28.3% |