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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 | $15,497 | $84,551-81.7% | $61,452-74.8% | $134,532-88.5% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | -23.65% | 585.39%-609.0pp | 338.96%-362.6pp | 418.27%-441.9pp |
| Employer contribution / active EE | $1,054 | $1,545-31.8% | $1,160-9.1% | $4,741-77.8% |
| Participant deferral / active EE | $2,754 | $2,818-2.3% | $2,125+29.6% | $6,401-57.0% |
| Admin fee / account holder | $1,432 | $2,587-44.7% | $2,131-32.8% | $11,429-87.5% |