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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 | $22,142 | $172,111-87.1% | $150,298-85.3% | $137,256-83.9% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | -17.94% | 69.37%-87.3pp | 62.79%-80.7pp | 220.34%-238.3pp |
| Employer contribution / active EE | $2,800 | $4,636-39.6% | $4,154-32.6% | $4,156-32.6% |
| Participant deferral / active EE | $9,501 | $6,166+54.1% | $5,453+74.2% | $6,407+48.3% |
| Admin fee / account holder | $30,058 | $16,471+82.5% | $14,116+112.9% | $12,270+145.0% |