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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 | $34,956 | $138,102-74.7% | $125,381-72.1% | $134,532-74.0% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -21.99% | 750.73%-772.7pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $4,719 | $5,245-10.0% | $4,815-2.0% | $4,741-0.5% |
| Participant deferral / active EE | $10,992 | $7,801+40.9% | $7,448+47.6% | $6,401+71.7% |
| Admin fee / account holder | $13,911 | $11,568+20.3% | $10,007+39.0% | $11,429+21.7% |