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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 | $25,002 | $138,075-81.9% | $123,552-79.8% | $135,379-81.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -33.93% | 153.70%-187.6pp | 119.20%-153.1pp | 519.79%-553.7pp |
| Employer contribution / active EE | $4,615 | $5,152-10.4% | $4,628-0.3% | $4,779-3.4% |
| Participant deferral / active EE | $5,399 | $6,800-20.6% | $6,426-16.0% | $5,609-3.7% |
| Admin fee / account holder | $902 | $10,917-91.7% | $9,285-90.3% | $10,828-91.7% |