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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 | $42,176 | $133,998-68.5% | $112,263-62.4% | $134,545-68.7% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -24.17% | 47.17%-71.3pp | 27.49%-51.7pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,016 | $4,040-50.1% | $3,636-44.6% | $4,742-57.5% |
| Participant deferral / active EE | $3,426 | $5,292-35.3% | $4,729-27.6% | $6,401-46.5% |
| Admin fee / account holder | $714 | $7,493-90.5% | $6,410-88.9% | $11,431-93.8% |