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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 | $22,234 | $160,028-86.1% | $147,080-84.9% | $145,884-84.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | -3.75% | 98.60%-102.4pp | 420.17%-423.9pp | 551.85%-555.6pp |
| Employer contribution / active EE | $2,619 | $5,286-50.5% | $4,933-46.9% | $4,662-43.8% |
| Participant deferral / active EE | $4,247 | $8,422-49.6% | $8,066-47.4% | $6,690-36.5% |
| Admin fee / account holder | $11,597 | $15,030-22.8% | $12,989-10.7% | $13,392-13.4% |