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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 | $34,394 | $138,075-75.1% | $123,552-72.2% | $135,379-74.6% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -10.48% | 153.70%-164.2pp | 119.20%-129.7pp | 519.79%-530.3pp |
| Employer contribution / active EE | $1,345 | $5,152-73.9% | $4,628-70.9% | $4,779-71.8% |
| Participant deferral / active EE | $7,809 | $6,800+14.9% | $6,426+21.5% | $5,609+39.2% |
| Admin fee / account holder | $324 | $10,917-97.0% | $9,285-96.5% | $10,828-97.0% |