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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 | $21,683 | $82,314-73.7% | $68,808-68.5% | $134,532-83.9% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -26.98% | -2.18%-24.8pp | -6.37%-20.6pp | 418.27%-445.2pp |
| Employer contribution / active EE | $1,835 | $3,301-44.4% | $2,656-30.9% | $4,741-61.3% |
| Participant deferral / active EE | $3,148 | $4,740-33.6% | $3,942-20.1% | $6,401-50.8% |
| Admin fee / account holder | $7,272 | $6,484+12.2% | $4,936+47.3% | $11,429-36.4% |