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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 | $19,621 | $129,737-84.9% | $119,126-83.5% | $154,746-87.3% |
| Participation rate | 68.8% | 78.9%-10.1pp | 75.8%-7.0pp | 80.7%-12.0pp |
| Annual return | -2.67% | 379.08%-381.8pp | 282.11%-284.8pp | 172.34%-175.0pp |
| Employer contribution / active EE | $1,884 | $4,375-56.9% | $4,034-53.3% | $4,379-57.0% |
| Participant deferral / active EE | $3,130 | $5,842-46.4% | $5,318-41.2% | $6,730-53.5% |
| Admin fee / account holder | $3,064 | $11,961-74.4% | $10,693-71.3% | $14,365-78.7% |