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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 | $40,988 | $134,001-69.4% | $112,258-63.5% | $134,509-69.5% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -28.81% | 47.15%-76.0pp | 27.47%-56.3pp | 418.13%-446.9pp |
| Employer contribution / active EE | $4,247 | $4,039+5.1% | $3,636+16.8% | $4,741-10.4% |
| Participant deferral / active EE | $5,367 | $5,291+1.4% | $4,728+13.5% | $6,400-16.2% |
| Admin fee / account holder | $437 | $7,491-94.2% | $6,411-93.2% | $11,427-96.2% |