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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 | $31,959 | $111,814-71.4% | $93,654-65.9% | $145,959-78.1% |
| Participation rate | 37.5% | 74.2%-36.7pp | 68.7%-31.2pp | 80.3%-42.8pp |
| Annual return | -8.56% | 203.30%-211.9pp | 133.34%-141.9pp | 561.95%-570.5pp |
| Employer contribution / active EE | $1,400 | $3,092-54.7% | $2,421-42.2% | $4,661-70.0% |
| Participant deferral / active EE | $5,452 | $4,914+10.9% | $4,413+23.5% | $6,689-18.5% |
| Admin fee / account holder | $397 | $10,246-96.1% | $8,282-95.2% | $13,398-97.0% |