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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 | $14,822 | $190,879-92.2% | $160,009-90.7% | $134,532-89.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -21.17% | 552.63%-573.8pp | 408.85%-430.0pp | 418.27%-439.4pp |
| Employer contribution / active EE | $1,093 | $4,995-78.1% | $4,225-74.1% | $4,741-77.0% |
| Participant deferral / active EE | $1,564 | $6,924-77.4% | $6,183-74.7% | $6,401-75.6% |
| Admin fee / account holder | $392 | $10,495-96.3% | $8,715-95.5% | $11,429-96.6% |