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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 | $9,439 | $88,596-89.3% | $70,098-86.5% | $134,509-93.0% |
| Participation rate | 58.3% | 74.9%-16.6pp | 70.5%-12.1pp | 81.2%-22.9pp |
| Annual return | -30.19% | 442.67%-472.9pp | 190.76%-220.9pp | 418.13%-448.3pp |
| Employer contribution / active EE | $2,492 | $3,235-23.0% | $2,560-2.7% | $4,741-47.4% |
| Participant deferral / active EE | $4,996 | $4,772+4.7% | $3,849+29.8% | $6,400-21.9% |
| Admin fee / account holder | $759 | $10,441-92.7% | $6,266-87.9% | $11,427-93.4% |