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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 | $13,869 | $65,440-78.8% | $98,506-85.9% | $85,851-83.8% |
| Participation rate | 59.5% | 65.0%-5.5pp | 73.3%-13.8pp | 69.3%-9.8pp |
| Annual return | -1.23% | 21.75%-23.0pp | 1494.92%-1496.1pp | 318.63%-319.9pp |
| Employer contribution / active EE | $1,917 | $2,169-11.6% | $2,961-35.3% | $2,565-25.3% |
| Participant deferral / active EE | $2,441 | $3,168-23.0% | $4,277-42.9% | $3,952-38.2% |
| Admin fee / account holder | $2,214 | $4,596-51.8% | $5,955-62.8% | $6,261-64.6% |