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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 | $32,903 | $197,819-83.4% | $155,789-78.9% | $125,389-73.8% |
| Participation rate | 69.2% | 82.1%-12.9pp | 76.1%-6.9pp | 83.2%-14.0pp |
| Annual return | -5.62% | 86.73%-92.4pp | 71.54%-77.2pp | 282.24%-287.9pp |
| Employer contribution / active EE | $2,901 | $4,850-40.2% | $3,839-24.4% | $4,866-40.4% |
| Participant deferral / active EE | $3,835 | $5,631-31.9% | $4,798-20.1% | $5,352-28.3% |
| Admin fee / account holder | $6,085 | $9,544-36.2% | $7,477-18.6% | $9,541-36.2% |