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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 | $11,981 | $91,911-87.0% | $68,793-82.6% | $135,382-91.2% |
| Participation rate | 68.4% | 76.7%-8.3pp | 72.2%-3.8pp | 82.6%-14.2pp |
| Annual return | -18.56% | -8.22%-10.3pp | -4.63%-13.9pp | 519.77%-538.3pp |
| Employer contribution / active EE | $2,370 | $3,924-39.6% | $2,625-9.7% | $4,779-50.4% |
| Participant deferral / active EE | $5,378 | $4,315+24.6% | $3,311+62.4% | $5,609-4.1% |
| Admin fee / account holder | $521 | $9,240-94.4% | $5,131-89.8% | $10,829-95.2% |