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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 | $17,203 | $95,915-82.1% | $79,580-78.4% | $134,532-87.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -64.60% | -2.71%-61.9pp | 0.15%-64.8pp | 418.27%-482.9pp |
| Employer contribution / active EE | $4,965 | $3,129+58.7% | $2,413+105.7% | $4,741+4.7% |
| Participant deferral / active EE | $8,702 | $4,693+85.4% | $3,985+118.3% | $6,401+35.9% |
| Admin fee / account holder | $5,494 | $9,132-39.8% | $6,835-19.6% | $11,429-51.9% |