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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 | $24,381 | $138,075-82.3% | $123,552-80.3% | $135,379-82.0% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -10.79% | 153.70%-164.5pp | 119.20%-130.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $2,208 | $5,152-57.1% | $4,628-52.3% | $4,779-53.8% |
| Participant deferral / active EE | $4,090 | $6,800-39.8% | $6,426-36.3% | $5,609-27.1% |
| Admin fee / account holder | $312 | $10,917-97.1% | $9,285-96.6% | $10,828-97.1% |