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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 | $32,102 | $127,386-74.8% | $115,037-72.1% | $125,393-74.4% |
| Participation rate | 65.0% | 84.2%-19.2pp | 81.4%-16.4pp | 83.2%-18.2pp |
| Annual return | -4.74% | 31.28%-36.0pp | 26.14%-30.9pp | 282.23%-287.0pp |
| Employer contribution / active EE | $2,058 | $5,166-60.2% | $4,608-55.3% | $4,866-57.7% |
| Participant deferral / active EE | $5,335 | $6,423-16.9% | $6,026-11.5% | $5,351-0.3% |
| Admin fee / account holder | $849 | $9,516-91.1% | $8,175-89.6% | $9,541-91.1% |