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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 | $23,950 | $176,402-86.4% | $134,162-82.1% | $158,966-84.9% |
| Participation rate | 58.3% | 78.7%-20.4pp | 72.2%-13.9pp | 82.0%-23.6pp |
| Annual return | -2.68% | 63.66%-66.3pp | 36.35%-39.0pp | 302.95%-305.6pp |
| Employer contribution / active EE | $464 | $5,042-90.8% | $3,705-87.5% | $4,762-90.2% |
| Participant deferral / active EE | $1,783 | $4,093-56.4% | $3,500-49.0% | $5,983-70.2% |
| Admin fee / account holder | $14,230 | $8,719+63.2% | $6,685+112.9% | $11,250+26.5% |