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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 | $125,778-84.9% | $114,563-83.4% | $154,746-87.7% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.9%-8.6pp | 80.7%-16.4pp |
| Annual return | -6.97% | 295.14%-302.1pp | 241.09%-248.1pp | 172.34%-179.3pp |
| Employer contribution / active EE | $2,391 | $2,806-14.8% | $2,592-7.7% | $4,379-45.4% |
| Participant deferral / active EE | $5,518 | $4,445+24.2% | $4,142+33.2% | $6,730-18.0% |
| Admin fee / account holder | $2,621 | $8,190-68.0% | $7,623-65.6% | $14,365-81.8% |