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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 | $28,937 | $152,597-81.0% | $117,533-75.4% | $134,532-78.5% |
| Participation rate | 57.1% | 77.1%-20.0pp | 70.6%-13.5pp | 81.2%-24.1pp |
| Annual return | -28.97% | 53.04%-82.0pp | 29.77%-58.7pp | 418.27%-447.2pp |
| Employer contribution / active EE | $3,919 | $5,576-29.7% | $4,179-6.2% | $4,741-17.3% |
| Participant deferral / active EE | $10,220 | $4,821+112.0% | $4,072+151.0% | $6,401+59.7% |
| Admin fee / account holder | $1,024 | $7,007-85.4% | $5,647-81.9% | $11,429-91.0% |