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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 | $33,950 | $141,004-75.9% | $112,273-69.8% | $139,456-75.7% |
| Participation rate | 58.3% | 79.2%-20.9pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | -1.15% | 32.75%-33.9pp | 30.23%-31.4pp | 373.45%-374.6pp |
| Employer contribution / active EE | $1,915 | $4,285-55.3% | $3,431-44.2% | $4,753-59.7% |
| Participant deferral / active EE | $9,522 | $5,878+62.0% | $4,800+98.4% | $6,711+41.9% |
| Admin fee / account holder | $335 | $9,959-96.6% | $7,752-95.7% | $11,407-97.1% |