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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 | $34,716 | $133,981-74.1% | $112,249-69.1% | $134,532-74.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -23.86% | 47.16%-71.0pp | 27.48%-51.3pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,297 | $4,040-43.1% | $3,636-36.8% | $4,741-51.5% |
| Participant deferral / active EE | $5,074 | $5,292-4.1% | $4,729+7.3% | $6,401-20.7% |
| Admin fee / account holder | $1,871 | $7,492-75.0% | $6,412-70.8% | $11,429-83.6% |