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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 | $34,748 | $138,076-74.8% | $123,553-71.9% | $135,380-74.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.36% | 153.70%-165.1pp | 119.21%-130.6pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,733 | $5,152-66.4% | $4,628-62.6% | $4,779-63.7% |
| Participant deferral / active EE | $4,497 | $6,800-33.9% | $6,426-30.0% | $5,609-19.8% |
| Admin fee / account holder | $1,623 | $10,917-85.1% | $9,284-82.5% | $10,828-85.0% |