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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 | $34,218 | $100,792-66.1% | $86,691-60.5% | $134,509-74.6% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.16% | 29.08%-50.2pp | 35.94%-57.1pp | 418.13%-439.3pp |
| Employer contribution / active EE | $2,869 | $3,491-17.8% | $2,837+1.1% | $4,741-39.5% |
| Participant deferral / active EE | $9,963 | $5,339+86.6% | $4,656+114.0% | $6,400+55.7% |
| Admin fee / account holder | $452 | $10,924-95.9% | $7,492-94.0% | $11,427-96.0% |