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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 | $36,124 | $183,627-80.3% | $155,602-76.8% | $145,978-75.3% |
| Participation rate | 45.5% | 82.7%-37.2pp | 78.2%-32.7pp | 80.3%-34.8pp |
| Annual return | -22.51% | 61.32%-83.8pp | 64.81%-87.3pp | 550.52%-573.0pp |
| Employer contribution / active EE | $4,042 | $5,316-24.0% | $4,675-13.5% | $4,662-13.3% |
| Participant deferral / active EE | $5,959 | $6,466-7.8% | $5,629+5.9% | $6,690-10.9% |
| Admin fee / account holder | $2,777 | $19,327-85.6% | $15,923-82.6% | $13,400-79.3% |