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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 | $22,678 | $138,076-83.6% | $123,553-81.6% | $135,380-83.2% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -10.47% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,733 | $5,152-66.4% | $4,628-62.6% | $4,779-63.7% |
| Participant deferral / active EE | $3,220 | $6,800-52.6% | $6,426-49.9% | $5,609-42.6% |
| Admin fee / account holder | $302 | $10,917-97.2% | $9,284-96.7% | $10,828-97.2% |