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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 | $32,363 | $165,399-80.4% | $149,745-78.4% | $158,982-79.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | -10.40% | 348.34%-358.7pp | 276.72%-287.1pp | 302.99%-313.4pp |
| Employer contribution / active EE | $1,279 | $5,105-74.9% | $4,646-72.5% | $4,763-73.1% |
| Participant deferral / active EE | $3,364 | $7,183-53.2% | $6,843-50.8% | $5,983-43.8% |
| Admin fee / account holder | $9,284 | $10,811-14.1% | $9,312-0.3% | $11,252-17.5% |