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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 | $127,915 | $169,161-24.4% | $129,295-1.1% | $145,959-12.4% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | -8.19% | 14348.07%-14356.3pp | 9429.28%-9437.5pp | 561.95%-570.1pp |
| Employer contribution / active EE | $923 | $5,543-83.4% | $4,157-77.8% | $4,661-80.2% |
| Participant deferral / active EE | $1,131 | $4,989-77.3% | $4,169-72.9% | $6,689-83.1% |
| Admin fee / account holder | $7,461 | $9,878-24.5% | $7,665-2.7% | $13,398-44.3% |