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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 | $34,611 | $211,946-83.7% | $169,452-79.6% | $135,379-74.4% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -10.38% | 3.26%-13.6pp | 1.83%-12.2pp | 519.79%-530.2pp |
| Employer contribution / active EE | $3,456 | $5,117-32.5% | $4,157-16.9% | $4,779-27.7% |
| Participant deferral / active EE | $6,145 | $6,075+1.1% | $5,277+16.4% | $5,609+9.6% |
| Admin fee / account holder | $5,918 | $11,472-48.4% | $9,110-35.0% | $10,828-45.3% |