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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 | $19,433 | $90,606-78.6% | $79,466-75.5% | $135,379-85.6% |
| Participation rate | 54.5% | 76.0%-21.5pp | 73.3%-18.8pp | 82.6%-28.1pp |
| Annual return | -10.67% | 977.69%-988.4pp | 718.28%-728.9pp | 519.79%-530.5pp |
| Employer contribution / active EE | $2,359 | $3,068-23.1% | $2,800-15.8% | $4,779-50.6% |
| Participant deferral / active EE | $5,353 | $4,050+32.2% | $3,704+44.5% | $5,609-4.6% |
| Admin fee / account holder | $5,888 | $5,895-0.1% | $5,104+15.4% | $10,828-45.6% |