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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 | $21,165 | $190,879-88.9% | $160,009-86.8% | $134,532-84.3% |
| Participation rate | 46.7% | 82.0%-35.3pp | 78.0%-31.3pp | 81.2%-34.6pp |
| Annual return | -25.48% | 552.63%-578.1pp | 408.85%-434.3pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,795 | $4,995-64.1% | $4,225-57.5% | $4,741-62.1% |
| Participant deferral / active EE | $5,233 | $6,924-24.4% | $6,183-15.4% | $6,401-18.2% |
| Admin fee / account holder | $14,218 | $10,495+35.5% | $8,715+63.2% | $11,429+24.4% |