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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 | $34,134 | $158,827-78.5% | $121,208-71.8% | $135,382-74.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -10.05% | -0.64%-9.4pp | 16.93%-27.0pp | 519.77%-529.8pp |
| Employer contribution / active EE | $1,089 | $5,666-80.8% | $4,023-72.9% | $4,779-77.2% |
| Participant deferral / active EE | $2,749 | $4,006-31.4% | $3,345-17.8% | $5,609-51.0% |
| Admin fee / account holder | $1,596 | $6,514-75.5% | $5,020-68.2% | $10,829-85.3% |