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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 | $12,900 | $93,124-86.1% | $77,100-83.3% | $134,545-90.4% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | -22.26% | 62.68%-84.9pp | 42.35%-64.6pp | 418.37%-440.6pp |
| Employer contribution / active EE | $2,181 | $3,421-36.3% | $2,815-22.5% | $4,742-54.0% |
| Participant deferral / active EE | $3,050 | $5,242-41.8% | $4,430-31.1% | $6,401-52.3% |
| Admin fee / account holder | $1,452 | $6,970-79.2% | $5,443-73.3% | $11,431-87.3% |