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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 | $33,255 | $133,981-75.2% | $112,249-70.4% | $134,532-75.3% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -24.21% | 47.16%-71.4pp | 27.48%-51.7pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,458 | $4,040-63.9% | $3,636-59.9% | $4,741-69.3% |
| Participant deferral / active EE | $5,067 | $5,292-4.2% | $4,729+7.2% | $6,401-20.8% |
| Admin fee / account holder | $3,042 | $7,492-59.4% | $6,412-52.6% | $11,429-73.4% |