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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 | $18,952 | $82,678-77.1% | $125,391-84.9% | $68,490-72.3% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -22.56% | -5.97%-16.6pp | 572.41%-595.0pp | -7.85%-14.7pp |
| Employer contribution / active EE | $2,598 | $3,382-23.2% | $4,816-46.1% | $2,5970% |
| Participant deferral / active EE | $3,958 | $6,111-35.2% | $7,448-46.9% | $4,028-1.7% |
| Admin fee / account holder | $1,559 | $6,277-75.2% | $10,009-84.4% | $5,403-71.1% |