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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 | $29,894 | $138,075-78.3% | $123,552-75.8% | $135,379-77.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -20.57% | 153.70%-174.3pp | 119.20%-139.8pp | 519.79%-540.4pp |
| Employer contribution / active EE | $2,939 | $5,152-43.0% | $4,628-36.5% | $4,779-38.5% |
| Participant deferral / active EE | $17,043 | $6,800+150.7% | $6,426+165.2% | $5,609+203.9% |
| Admin fee / account holder | $1,223 | $10,917-88.8% | $9,285-86.8% | $10,828-88.7% |