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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 | $35,554 | $134,001-73.5% | $112,258-68.3% | $134,509-73.6% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -21.26% | 47.15%-68.4pp | 27.47%-48.7pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,719 | $4,039-57.4% | $3,636-52.7% | $4,741-63.7% |
| Participant deferral / active EE | $3,525 | $5,291-33.4% | $4,728-25.4% | $6,400-44.9% |
| Admin fee / account holder | $1,784 | $7,491-76.2% | $6,411-72.2% | $11,427-84.4% |