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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 | $24,115 | $39,798-39.4% | $67,704-64.4% | $59,633-59.6% |
| Participation rate | 67.6% | 57.4%+10.3pp | 67.5%+0.1pp | 68.7%-1.0pp |
| Annual return | -24.09% | 89.94%-114.0pp | 25.41%-49.5pp | 2041.40%-2065.5pp |
| Employer contribution / active EE | $2,467 | $1,393+77.1% | $2,559-3.6% | $2,203+12.0% |
| Participant deferral / active EE | $3,363 | $2,335+44.0% | $3,585-6.2% | $3,192+5.4% |
| Admin fee / account holder | $2,815 | $3,212-12.4% | $4,255-33.9% | $4,297-34.5% |