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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 | $34,966 | $201,372-82.6% | $184,260-81.0% | $145,884-76.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | -6.89% | 29.04%-35.9pp | 28.84%-35.7pp | 551.85%-558.7pp |
| Employer contribution / active EE | $1,484 | $7,024-78.9% | $6,427-76.9% | $4,662-68.2% |
| Participant deferral / active EE | $8,292 | $9,808-15.5% | $9,133-9.2% | $6,690+23.9% |
| Admin fee / account holder | $49,995 | $16,362+205.6% | $13,898+259.7% | $13,392+273.3% |