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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 | $27,775 | $135,639-79.5% | $110,241-74.8% | $135,382-79.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -9.14% | 513.21%-522.4pp | 314.75%-323.9pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,122 | $4,907-77.1% | $3,827-70.7% | $4,779-76.5% |
| Participant deferral / active EE | $2,322 | $5,507-57.8% | $4,672-50.3% | $5,609-58.6% |
| Admin fee / account holder | $329 | $11,457-97.1% | $8,548-96.2% | $10,829-97.0% |