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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 | $23,665 | $138,076-82.9% | $123,553-80.8% | $135,380-82.5% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -9.38% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $2,464 | $5,152-52.2% | $4,628-46.8% | $4,779-48.4% |
| Participant deferral / active EE | $4,763 | $6,800-30.0% | $6,426-25.9% | $5,609-15.1% |
| Admin fee / account holder | $411 | $10,917-96.2% | $9,284-95.6% | $10,828-96.2% |