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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 | $32,350 | $69,118-53.2% | $53,647-39.7% | $138,895-76.7% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | -1.61% | 248.26%-249.9pp | 358.33%-359.9pp | 145.39%-147.0pp |
| Employer contribution / active EE | $11,200 | $1,189+841.6% | $962+1064.2% | $4,194+167.0% |
| Participant deferral / active EE | $8,667 | $2,274+281.1% | $1,813+378.0% | $6,396+35.5% |
| Admin fee / account holder | $91,500 | $2,724+3259.1% | $2,460+3619.6% | $12,562+628.4% |