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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 | $21,372 | $138,075-84.5% | $123,552-82.7% | $135,379-84.2% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -9.24% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,375 | $5,152-53.9% | $4,628-48.7% | $4,779-50.3% |
| Participant deferral / active EE | $5,373 | $6,800-21.0% | $6,426-16.4% | $5,609-4.2% |
| Admin fee / account holder | $9,650 | $10,917-11.6% | $9,285+3.9% | $10,828-10.9% |