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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 | $32,389 | $138,076-76.5% | $123,553-73.8% | $135,380-76.1% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -10.92% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $14,006 | $5,152+171.9% | $4,628+202.6% | $4,779+193.1% |
| Participant deferral / active EE | $6,200 | $6,800-8.8% | $6,426-3.5% | $5,609+10.5% |
| Admin fee / account holder | $651 | $10,917-94.0% | $9,284-93.0% | $10,828-94.0% |