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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 | $27,647 | $57,352-51.8% | $83,831-67.0% | $64,173-56.9% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | -11.30% | 11.38%-22.7pp | 850.99%-862.3pp | 7.63%-18.9pp |
| Employer contribution / active EE | $2,009 | $2,546-21.1% | $3,631-44.7% | $2,381-15.6% |
| Participant deferral / active EE | $3,593 | $2,993+20.1% | $4,082-12.0% | $3,470+3.6% |
| Admin fee / account holder | $621 | $4,046-84.7% | $5,479-88.7% | $4,887-87.3% |