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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 | $32,587 | $199,109-83.6% | $173,730-81.2% | $154,746-78.9% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.6%-46.2pp | 80.7%-47.4pp |
| Annual return | -39.54% | 20.02%-59.6pp | 19.96%-59.5pp | 172.34%-211.9pp |
| Employer contribution / active EE | $3,557 | $5,311-33.0% | $4,577-22.3% | $4,379-18.8% |
| Participant deferral / active EE | $6,194 | $7,113-12.9% | $6,326-2.1% | $6,730-8.0% |
| Admin fee / account holder | $896 | $20,916-95.7% | $17,523-94.9% | $14,365-93.8% |