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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 | $14,770 | $54,355-72.8% | $82,744-82.2% | $68,486-78.4% |
| Participation rate | 63.2% | 63.9%-0.8pp | 72.6%-9.4pp | 67.9%-4.7pp |
| Annual return | -23.58% | -13.67%-9.9pp | 702.22%-725.8pp | -7.85%-15.7pp |
| Employer contribution / active EE | $2,137 | $2,219-3.7% | $3,008-29.0% | $2,597-17.7% |
| Participant deferral / active EE | $3,503 | $3,246+7.9% | $4,395-20.3% | $4,028-13.0% |
| Admin fee / account holder | $735 | $4,397-83.3% | $5,325-86.2% | $5,404-86.4% |