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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 | $23,708 | $133,998-82.3% | $112,263-78.9% | $134,545-82.4% |
| Participation rate | 68.2% | 78.6%-10.4pp | 75.1%-6.9pp | 81.2%-13.1pp |
| Annual return | -22.35% | 47.17%-69.5pp | 27.49%-49.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $3,127 | $4,040-22.6% | $3,636-14.0% | $4,742-34.0% |
| Participant deferral / active EE | $7,311 | $5,292+38.1% | $4,729+54.6% | $6,401+14.2% |
| Admin fee / account holder | $1,739 | $7,493-76.8% | $6,410-72.9% | $11,431-84.8% |