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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 | $34,389 | $168,635-79.6% | $147,617-76.7% | $125,389-72.6% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -5.04% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,538 | $6,252-75.4% | $5,564-72.4% | $4,866-68.4% |
| Participant deferral / active EE | $5,880 | $5,507+6.8% | $4,895+20.1% | $5,352+9.9% |
| Admin fee / account holder | $1,762 | $13,580-87.0% | $11,612-84.8% | $9,541-81.5% |