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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 | $14,754 | $56,134-73.7% | $96,171-84.7% | $85,847-82.8% |
| Participation rate | 46.4% | 56.7%-10.3pp | 68.4%-22.0pp | 69.3%-22.9pp |
| Annual return | -34.11% | 42.30%-76.4pp | 192.04%-226.2pp | 318.61%-352.7pp |
| Employer contribution / active EE | $1,299 | $1,620-19.8% | $2,799-53.6% | $2,565-49.4% |
| Participant deferral / active EE | $2,642 | $2,858-7.6% | $4,350-39.3% | $3,952-33.2% |
| Admin fee / account holder | $4,417 | $3,769+17.2% | $5,538-20.2% | $6,261-29.4% |