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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 | $32,678 | $158,852-79.4% | $121,220-73.0% | $135,379-75.9% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -13.13% | -0.64%-12.5pp | 16.94%-30.1pp | 519.79%-532.9pp |
| Employer contribution / active EE | $2,618 | $5,666-53.8% | $4,023-34.9% | $4,779-45.2% |
| Participant deferral / active EE | $7,969 | $4,006+98.9% | $3,345+138.2% | $5,609+42.1% |
| Admin fee / account holder | $2,961 | $6,515-54.5% | $5,021-41.0% | $10,828-72.7% |