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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 | $31,876 | $138,075-76.9% | $123,552-74.2% | $135,379-76.5% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -11.21% | 153.70%-164.9pp | 119.20%-130.4pp | 519.79%-531.0pp |
| Employer contribution / active EE | $1,744 | $5,152-66.1% | $4,628-62.3% | $4,779-63.5% |
| Participant deferral / active EE | $4,745 | $6,800-30.2% | $6,426-26.2% | $5,609-15.4% |
| Admin fee / account holder | $1,850 | $10,917-83.1% | $9,285-80.1% | $10,828-82.9% |