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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 | $15,801 | $134,001-88.2% | $112,258-85.9% | $134,509-88.3% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -24.35% | 47.15%-71.5pp | 27.47%-51.8pp | 418.13%-442.5pp |
| Employer contribution / active EE | $2,166 | $4,039-46.4% | $3,636-40.4% | $4,741-54.3% |
| Participant deferral / active EE | $4,586 | $5,291-13.3% | $4,728-3.0% | $6,400-28.3% |
| Admin fee / account holder | $883 | $7,491-88.2% | $6,411-86.2% | $11,427-92.3% |