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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 | $24,314 | $97,751-75.1% | $103,447-76.5% | $145,877-83.3% |
| Participation rate | 55.6% | 81.1%-25.5pp | 80.5%-25.0pp | 80.3%-24.7pp |
| Annual return | -24.77% | 25.43%-50.2pp | 23.92%-48.7pp | 551.28%-576.1pp |
| Employer contribution / active EE | $2,576 | $4,684-45.0% | $4,678-44.9% | $4,663-44.8% |
| Participant deferral / active EE | $3,019 | $6,603-54.3% | $6,624-54.4% | $6,691-54.9% |
| Admin fee / account holder | $12,581 | $12,515+0.5% | $9,415+33.6% | $13,402-6.1% |