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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 | $34,886 | $135,645-74.3% | $110,243-68.4% | $135,380-74.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -9.04% | 513.24%-522.3pp | 314.76%-323.8pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,675 | $4,907-65.9% | $3,827-56.2% | $4,779-64.9% |
| Participant deferral / active EE | $3,221 | $5,507-41.5% | $4,672-31.1% | $5,609-42.6% |
| Admin fee / account holder | $3,393 | $11,458-70.4% | $8,548-60.3% | $10,828-68.7% |