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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 | $11,267 | $96,678-88.3% | $86,640-87.0% | $139,466-91.9% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | -24.34% | 106.69%-131.0pp | 592.52%-616.9pp | 373.66%-398.0pp |
| Employer contribution / active EE | $2,585 | $3,265-20.8% | $3,024-14.5% | $4,754-45.6% |
| Participant deferral / active EE | $2,924 | $4,837-39.5% | $4,438-34.1% | $6,712-56.4% |
| Admin fee / account holder | $16,719 | $6,410+160.8% | $5,616+197.7% | $11,409+46.5% |