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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 | $24,601 | $190,916-87.1% | $160,037-84.6% | $134,545-81.7% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | -30.95% | 552.79%-583.7pp | 408.95%-439.9pp | 418.37%-449.3pp |
| Employer contribution / active EE | $760 | $4,996-84.8% | $4,226-82.0% | $4,742-84.0% |
| Participant deferral / active EE | $8,202 | $6,925+18.4% | $6,184+32.6% | $6,401+28.1% |
| Admin fee / account holder | $1,889 | $10,497-82.0% | $8,716-78.3% | $11,431-83.5% |