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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 | $35,652 | $87,544-59.3% | $75,784-53.0% | $125,388-71.6% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -9.93% | 13.49%-23.4pp | 9.68%-19.6pp | 282.24%-292.2pp |
| Employer contribution / active EE | $2,479 | $3,930-36.9% | $3,323-25.4% | $4,866-49.1% |
| Participant deferral / active EE | $6,200 | $4,229+46.6% | $3,652+69.8% | $5,352+15.9% |
| Admin fee / account holder | $555 | $6,502-91.5% | $5,300-89.5% | $9,541-94.2% |