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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 | $29,002 | $154,145-81.2% | $130,014-77.7% | $139,427-79.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 8.02% | 32.49%-24.5pp | -137.22%+145.2pp | 373.27%-365.2pp |
| Employer contribution / active EE | $2,367 | $5,290-55.3% | $4,320-45.2% | $4,752-50.2% |
| Participant deferral / active EE | $3,473 | $6,711-48.3% | $5,821-40.3% | $6,711-48.3% |
| Admin fee / account holder | $4,482 | $14,009-68.0% | $10,616-57.8% | $11,404-60.7% |