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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 | $19,008 | $126,113-84.9% | $116,096-83.6% | $155,188-87.8% |
| Participation rate | 64.3% | 75.1%-10.9pp | 73.3%-9.0pp | 80.8%-16.5pp |
| Annual return | -6.97% | 391.72%-398.7pp | 326.25%-333.2pp | 148.84%-155.8pp |
| Employer contribution / active EE | $2,391 | $2,672-10.5% | $2,503-4.5% | $4,248-43.7% |
| Participant deferral / active EE | $5,518 | $4,162+32.6% | $3,952+39.6% | $6,531-15.5% |
| Admin fee / account holder | $2,621 | $8,045-67.4% | $7,704-66.0% | $14,480-81.9% |