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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 | $15,545 | $138,114-88.7% | $125,391-87.6% | $134,545-88.4% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -25.28% | 750.88%-776.2pp | 572.41%-597.7pp | 418.37%-443.7pp |
| Employer contribution / active EE | $2,211 | $5,246-57.8% | $4,816-54.1% | $4,742-53.4% |
| Participant deferral / active EE | $6,173 | $7,801-20.9% | $7,448-17.1% | $6,401-3.6% |
| Admin fee / account holder | $494 | $11,570-95.7% | $10,009-95.1% | $11,431-95.7% |