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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 | $42,693 | $217,432-80.4% | $185,849-77.0% | $167,536-74.5% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | -0.64% | 148.42%-149.1pp | 122.10%-122.7pp | 478.82%-479.5pp |
| Employer contribution / active EE | $3,041 | $5,875-48.2% | $5,169-41.2% | $4,839-37.2% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $373 | $19,818-98.1% | $16,244-97.7% | $12,315-97.0% |