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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 | $18,181 | $93,117-80.5% | $77,096-76.4% | $134,532-86.5% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -35.09% | 62.67%-97.8pp | 42.35%-77.4pp | 418.27%-453.4pp |
| Employer contribution / active EE | $1,342 | $3,420-60.8% | $2,814-52.3% | $4,741-71.7% |
| Participant deferral / active EE | $5,423 | $5,241+3.5% | $4,429+22.4% | $6,401-15.3% |
| Admin fee / account holder | $891 | $6,948-87.2% | $5,428-83.6% | $11,429-92.2% |