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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 | $26,699 | $138,114-80.7% | $125,391-78.7% | $134,545-80.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.88% | 750.88%-775.8pp | 572.41%-597.3pp | 418.37%-443.3pp |
| Employer contribution / active EE | $2,200 | $5,246-58.1% | $4,816-54.3% | $4,742-53.6% |
| Participant deferral / active EE | $8,167 | $7,801+4.7% | $7,448+9.6% | $6,401+27.6% |
| Admin fee / account holder | $561 | $11,570-95.2% | $10,009-94.4% | $11,431-95.1% |