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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 | $8,378 | $92,766-91.0% | $82,763-89.9% | $134,545-93.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -34.49% | 946.97%-981.5pp | 702.45%-736.9pp | 418.37%-452.9pp |
| Employer contribution / active EE | $4,182 | $3,273+27.8% | $3,008+39.0% | $4,742-11.8% |
| Participant deferral / active EE | $9,022 | $4,802+87.9% | $4,395+105.3% | $6,401+40.9% |
| Admin fee / account holder | $8,731 | $5,978+46.1% | $5,325+64.0% | $11,431-23.6% |