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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 | $34,888 | $138,072-74.7% | $123,549-71.8% | $135,382-74.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -16.01% | 153.69%-169.7pp | 119.20%-135.2pp | 519.77%-535.8pp |
| Employer contribution / active EE | $2,095 | $5,152-59.3% | $4,628-54.7% | $4,779-56.2% |
| Participant deferral / active EE | $6,025 | $6,799-11.4% | $6,426-6.2% | $5,609+7.4% |
| Admin fee / account holder | $355 | $10,917-96.7% | $9,284-96.2% | $10,829-96.7% |