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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 | $42,814 | $138,072-69.0% | $123,549-65.3% | $135,382-68.4% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -13.21% | 153.69%-166.9pp | 119.20%-132.4pp | 519.77%-533.0pp |
| Employer contribution / active EE | $1,150 | $5,152-77.7% | $4,628-75.2% | $4,779-75.9% |
| Participant deferral / active EE | $4,250 | $6,799-37.5% | $6,426-33.9% | $5,609-24.2% |
| Admin fee / account holder | $783 | $10,917-92.8% | $9,284-91.6% | $10,829-92.8% |