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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 | $24,447 | $138,072-82.3% | $123,549-80.2% | $135,382-81.9% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -13.70% | 153.69%-167.4pp | 119.20%-132.9pp | 519.77%-533.5pp |
| Employer contribution / active EE | $2,502 | $5,152-51.4% | $4,628-45.9% | $4,779-47.6% |
| Participant deferral / active EE | $4,717 | $6,799-30.6% | $6,426-26.6% | $5,609-15.9% |
| Admin fee / account holder | $456 | $10,917-95.8% | $9,284-95.1% | $10,829-95.8% |