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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 | $14,247 | $110,093-87.1% | $97,295-85.4% | $145,897-90.2% |
| Participation rate | 26.7% | 75.9%-49.2pp | 72.7%-46.0pp | 80.3%-53.6pp |
| Annual return | -39.40% | 244.76%-284.2pp | 75.62%-115.0pp | 552.29%-591.7pp |
| Employer contribution / active EE | $1,135 | $3,077-63.1% | $2,723-58.3% | $4,663-75.7% |
| Participant deferral / active EE | $1,075 | $4,678-77.0% | $4,264-74.8% | $6,689-83.9% |
| Admin fee / account holder | $5,079 | $6,212-18.3% | $5,646-10.1% | $13,390-62.1% |