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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 | $26,248 | $138,075-81.0% | $123,552-78.8% | $135,379-80.6% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -9.64% | 153.70%-163.3pp | 119.20%-128.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $914 | $5,152-82.3% | $4,628-80.3% | $4,779-80.9% |
| Participant deferral / active EE | $7,949 | $6,800+16.9% | $6,426+23.7% | $5,609+41.7% |
| Admin fee / account holder | $346 | $10,917-96.8% | $9,285-96.3% | $10,828-96.8% |