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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 | $178,174-81.7% | $156,181-79.1% | $137,256-76.3% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.8%-45.5pp | 80.0%-46.6pp |
| Annual return | -39.54% | 84.19%-123.7pp | 64.87%-104.4pp | 220.34%-259.9pp |
| Employer contribution / active EE | $3,557 | $4,972-28.5% | $4,294-17.2% | $4,156-14.4% |
| Participant deferral / active EE | $6,194 | $6,888-10.1% | $6,132+1.0% | $6,407-3.3% |
| Admin fee / account holder | $896 | $17,404-94.8% | $14,586-93.9% | $12,270-92.7% |