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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 | $36,193 | $138,075-73.8% | $123,552-70.7% | $135,379-73.3% |
| Participation rate | 35.7% | 84.7%-49.0pp | 82.3%-46.6pp | 82.6%-46.9pp |
| Annual return | -12.34% | 153.70%-166.0pp | 119.20%-131.5pp | 519.79%-532.1pp |
| Employer contribution / active EE | $1,640 | $5,152-68.2% | $4,628-64.6% | $4,779-65.7% |
| Participant deferral / active EE | $3,770 | $6,800-44.6% | $6,426-41.3% | $5,609-32.8% |
| Admin fee / account holder | $6,055 | $10,917-44.5% | $9,285-34.8% | $10,828-44.1% |