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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 | $46,472 | $202,440-77.0% | $169,390-72.6% | $139,466-66.7% |
| Participation rate | 41.7% | 81.1%-39.4pp | 77.2%-35.5pp | 80.3%-38.7pp |
| Annual return | -6.97% | 532.36%-539.3pp | 406.07%-413.0pp | 373.66%-380.6pp |
| Employer contribution / active EE | $1,665 | $4,693-64.5% | $4,013-58.5% | $4,754-65.0% |
| Participant deferral / active EE | $2,131 | $6,940-69.3% | $6,222-65.8% | $6,712-68.3% |
| Admin fee / account holder | $16,200 | $10,722+51.1% | $9,015+79.7% | $11,409+42.0% |