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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 | $32,160 | $167,362-80.8% | $143,799-77.6% | $134,532-76.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -28.78% | 0.47%-29.3pp | -0.04%-28.7pp | 418.27%-447.0pp |
| Employer contribution / active EE | $2,917 | $5,620-48.1% | $4,952-41.1% | $4,741-38.5% |
| Participant deferral / active EE | $7,866 | $6,447+22.0% | $5,638+39.5% | $6,401+22.9% |
| Admin fee / account holder | $5,736 | $18,094-68.3% | $14,677-60.9% | $11,429-49.8% |