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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 | $18,846 | $133,998-85.9% | $112,263-83.2% | $134,545-86.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.10% | 47.17%-68.3pp | 27.49%-48.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $869 | $4,040-78.5% | $3,636-76.1% | $4,742-81.7% |
| Participant deferral / active EE | $1,737 | $5,292-67.2% | $4,729-63.3% | $6,401-72.9% |
| Admin fee / account holder | $368 | $7,493-95.1% | $6,410-94.3% | $11,431-96.8% |