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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 | $40,838 | $183,592-77.8% | $155,574-73.8% | $145,877-72.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | -3.91% | 61.37%-65.3pp | 64.87%-68.8pp | 551.28%-555.2pp |
| Employer contribution / active EE | $2,427 | $5,317-54.3% | $4,676-48.1% | $4,663-47.9% |
| Participant deferral / active EE | $4,309 | $6,466-33.4% | $5,629-23.5% | $6,691-35.6% |
| Admin fee / account holder | $816 | $19,316-95.8% | $15,914-94.9% | $13,402-93.9% |