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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 | $40,316 | $166,242-75.7% | $165,071-75.6% | $145,884-72.4% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | -0.18% | 100.44%-100.6pp | 70.17%-70.3pp | 551.85%-552.0pp |
| Employer contribution / active EE | $1,693 | $5,283-68.0% | $4,347-61.1% | $4,662-63.7% |
| Participant deferral / active EE | $3,542 | $6,964-49.1% | $6,035-41.3% | $6,690-47.1% |
| Admin fee / account holder | $16,596 | $16,658-0.4% | $12,695+30.7% | $13,392+23.9% |