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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 | $24,162 | $129,959-81.4% | $104,301-76.8% | $134,532-82.0% |
| Participation rate | 66.7% | 79.5%-12.9pp | 73.3%-6.6pp | 81.2%-14.6pp |
| Annual return | -21.12% | 42.04%-63.2pp | 24.61%-45.7pp | 418.27%-439.4pp |
| Employer contribution / active EE | $4,079 | $4,185-2.5% | $3,373+20.9% | $4,741-14.0% |
| Participant deferral / active EE | $6,650 | $5,589+19.0% | $4,626+43.8% | $6,401+3.9% |
| Admin fee / account holder | $1,383 | $9,325-85.2% | $7,340-81.2% | $11,429-87.9% |