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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 | $104,650-69.1% | $83,854-61.4% | $155,188-79.2% |
| Participation rate | 66.7% | 65.1%+1.6pp | 59.1%+7.6pp | 80.8%-14.1pp |
| Annual return | -1.61% | 28.97%-30.6pp | 31.39%-33.0pp | 148.84%-150.5pp |
| Employer contribution / active EE | $11,200 | $1,196+836.2% | $1,017+1001.0% | $4,248+163.7% |
| Participant deferral / active EE | $8,667 | $2,367+266.1% | $2,035+325.9% | $6,531+32.7% |
| Admin fee / account holder | $91,500 | $3,518+2500.7% | $3,197+2762.3% | $14,480+531.9% |