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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 | $36,882 | $167,533-78.0% | $151,645-75.7% | $134,545-72.6% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -26.32% | 7.81%-34.1pp | 3.34%-29.7pp | 418.37%-444.7pp |
| Employer contribution / active EE | $1,654 | $6,828-75.8% | $6,165-73.2% | $4,742-65.1% |
| Participant deferral / active EE | $8,414 | $8,985-6.4% | $8,363+0.6% | $6,401+31.4% |
| Admin fee / account holder | $331 | $13,781-97.6% | $11,614-97.1% | $11,431-97.1% |