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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 | $23,776 | $57,352-58.5% | $83,830-71.6% | $64,173-63.0% |
| Participation rate | 62.1% | 68.6%-6.5pp | 76.1%-14.1pp | 69.6%-7.5pp |
| Annual return | -12.52% | 11.38%-23.9pp | 850.97%-863.5pp | 7.63%-20.2pp |
| Employer contribution / active EE | $2,248 | $2,546-11.7% | $3,631-38.1% | $2,381-5.6% |
| Participant deferral / active EE | $2,828 | $2,993-5.5% | $4,082-30.7% | $3,470-18.5% |
| Admin fee / account holder | $991 | $4,046-75.5% | $5,479-81.9% | $4,887-79.7% |