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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 | $33,835 | $160,059-78.9% | $140,019-75.8% | $135,382-75.0% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -9.24% | 911.44%-920.7pp | 651.15%-660.4pp | 519.77%-529.0pp |
| Employer contribution / active EE | $7,021 | $6,420+9.4% | $5,605+25.2% | $4,779+46.9% |
| Participant deferral / active EE | $7,979 | $7,641+4.4% | $6,927+15.2% | $5,609+42.3% |
| Admin fee / account holder | $6,844 | $13,328-48.6% | $10,705-36.1% | $10,829-36.8% |