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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 | $23,605 | $133,998-82.4% | $112,263-79.0% | $134,545-82.5% |
| Participation rate | 63.2% | 78.6%-15.4pp | 75.1%-11.9pp | 81.2%-18.1pp |
| Annual return | -20.85% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $2,309 | $4,040-42.9% | $3,636-36.5% | $4,742-51.3% |
| Participant deferral / active EE | $4,268 | $5,292-19.4% | $4,729-9.8% | $6,401-33.3% |
| Admin fee / account holder | $690 | $7,493-90.8% | $6,410-89.2% | $11,431-94.0% |