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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 | $14,052 | $90,691-84.5% | $76,119-81.5% | $145,884-90.4% |
| Participation rate | 38.5% | 74.5%-36.0pp | 69.1%-30.6pp | 80.3%-41.8pp |
| Annual return | -0.38% | 624.52%-624.9pp | 361.25%-361.6pp | 551.85%-552.2pp |
| Employer contribution / active EE | $1,658 | $3,329-50.2% | $2,693-38.4% | $4,662-64.4% |
| Participant deferral / active EE | $2,873 | $5,167-44.4% | $4,259-32.5% | $6,690-57.1% |
| Admin fee / account holder | $11,516 | $8,383+37.4% | $6,421+79.3% | $13,392-14.0% |