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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 | $30,109 | $190,916-84.2% | $160,037-81.2% | $134,545-77.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -23.10% | 552.79%-575.9pp | 408.95%-432.1pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,463 | $4,996-70.7% | $4,226-65.4% | $4,742-69.1% |
| Participant deferral / active EE | $3,296 | $6,925-52.4% | $6,184-46.7% | $6,401-48.5% |
| Admin fee / account holder | $867 | $10,497-91.7% | $8,716-90.1% | $11,431-92.4% |