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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 | $17,004 | $133,998-87.3% | $112,263-84.9% | $134,545-87.4% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -21.10% | 47.17%-68.3pp | 27.49%-48.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,621 | $4,040-59.9% | $3,636-55.4% | $4,742-65.8% |
| Participant deferral / active EE | $3,473 | $5,292-34.4% | $4,729-26.6% | $6,401-45.7% |
| Admin fee / account holder | $313 | $7,493-95.8% | $6,410-95.1% | $11,431-97.3% |