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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 | $32,171 | $117,895-72.7% | $102,460-68.6% | $145,897-77.9% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.8pp |
| Annual return | -29.22% | 31.92%-61.1pp | 29.47%-58.7pp | 552.29%-581.5pp |
| Employer contribution / active EE | $2,023 | $3,619-44.1% | $3,025-33.1% | $4,663-56.6% |
| Participant deferral / active EE | $7,662 | $5,736+33.6% | $5,056+51.5% | $6,689+14.5% |
| Admin fee / account holder | $4,400 | $13,353-67.0% | $9,460-53.5% | $13,390-67.1% |