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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 | $21,092 | $49,177-57.1% | $79,467-73.5% | $64,173-67.1% |
| Participation rate | 66.7% | 65.0%+1.6pp | 73.3%-6.7pp | 69.6%-2.9pp |
| Annual return | -13.93% | -1.16%-12.8pp | 718.30%-732.2pp | 7.63%-21.6pp |
| Employer contribution / active EE | $3,359 | $2,076+61.8% | $2,800+20.0% | $2,381+41.1% |
| Participant deferral / active EE | $6,450 | $2,821+128.6% | $3,704+74.1% | $3,470+85.9% |
| Admin fee / account holder | $1,156 | $3,839-69.9% | $5,104-77.4% | $4,887-76.3% |