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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 | $24,984 | $82,678-69.8% | $125,391-80.1% | $68,490-63.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -24.32% | -5.97%-18.4pp | 572.41%-596.7pp | -7.85%-16.5pp |
| Employer contribution / active EE | $2,290 | $3,382-32.3% | $4,816-52.4% | $2,597-11.8% |
| Participant deferral / active EE | $7,878 | $6,111+28.9% | $7,448+5.8% | $4,028+95.6% |
| Admin fee / account holder | $1,647 | $6,277-73.8% | $10,009-83.5% | $5,403-69.5% |