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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 | $11,596 | $133,998-91.3% | $112,263-89.7% | $134,545-91.4% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -235.70% | 47.17%-282.9pp | 27.49%-263.2pp | 418.37%-654.1pp |
| Employer contribution / active EE | $21,068 | $4,040+421.5% | $3,636+479.4% | $4,742+344.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,723 | $7,493-10.3% | $6,410+4.9% | $11,431-41.2% |