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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 | $34,878 | $168,635-79.3% | $147,617-76.4% | $125,389-72.2% |
| Participation rate | 68.2% | 88.8%-20.6pp | 84.6%-16.4pp | 83.2%-15.0pp |
| Annual return | -4.10% | 77.65%-81.7pp | 61.98%-66.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,485 | $6,252-76.2% | $5,564-73.3% | $4,866-69.5% |
| Participant deferral / active EE | $2,102 | $5,507-61.8% | $4,895-57.1% | $5,352-60.7% |
| Admin fee / account holder | $4,790 | $13,580-64.7% | $11,612-58.7% | $9,541-49.8% |