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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 | $16,223 | $95,917-83.1% | $79,583-79.6% | $134,545-87.9% |
| Participation rate | 58.3% | 75.0%-16.7pp | 69.5%-11.2pp | 81.2%-22.9pp |
| Annual return | -25.86% | -2.70%-23.2pp | 0.16%-26.0pp | 418.37%-444.2pp |
| Employer contribution / active EE | $2,369 | $3,129-24.3% | $2,414-1.9% | $4,742-50.0% |
| Participant deferral / active EE | $4,838 | $4,694+3.1% | $3,986+21.4% | $6,401-24.4% |
| Admin fee / account holder | $6,901 | $9,132-24.4% | $6,835+1.0% | $11,431-39.6% |