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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 | $23,762 | $142,358-83.3% | $119,615-80.1% | $134,493-82.3% |
| Participation rate | 62.5% | 82.8%-20.3pp | 79.3%-16.8pp | 81.2%-18.7pp |
| Annual return | -33.42% | -12.46%-21.0pp | -14.98%-18.4pp | 418.01%-451.4pp |
| Employer contribution / active EE | $2,865 | $5,223-45.1% | $4,232-32.3% | $4,740-39.6% |
| Participant deferral / active EE | $10,951 | $6,470+69.3% | $5,602+95.5% | $6,400+71.1% |
| Admin fee / account holder | $1,470 | $13,585-89.2% | $10,324-85.8% | $11,425-87.1% |