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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 | $26,393 | $138,072-80.9% | $123,549-78.6% | $135,382-80.5% |
| Participation rate | 47.4% | 84.7%-37.4pp | 82.3%-34.9pp | 82.6%-35.3pp |
| Annual return | -11.93% | 153.69%-165.6pp | 119.20%-131.1pp | 519.77%-531.7pp |
| Employer contribution / active EE | $3,158 | $5,152-38.7% | $4,628-31.8% | $4,779-33.9% |
| Participant deferral / active EE | $5,234 | $6,799-23.0% | $6,426-18.5% | $5,609-6.7% |
| Admin fee / account holder | $691 | $10,917-93.7% | $9,284-92.6% | $10,829-93.6% |