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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 | $30,294 | $138,072-78.1% | $123,549-75.5% | $135,382-77.6% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -11.67% | 153.69%-165.4pp | 119.20%-130.9pp | 519.77%-531.4pp |
| Employer contribution / active EE | $3,032 | $5,152-41.1% | $4,628-34.5% | $4,779-36.6% |
| Participant deferral / active EE | $8,666 | $6,799+27.4% | $6,426+34.9% | $5,609+54.5% |
| Admin fee / account holder | $11,578 | $10,917+6.1% | $9,284+24.7% | $10,829+6.9% |