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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 | $11,624 | $84,628-86.3% | $61,501-81.1% | $134,545-91.4% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -31.22% | 585.61%-616.8pp | 339.04%-370.3pp | 418.37%-449.6pp |
| Employer contribution / active EE | $1,012 | $1,545-34.5% | $1,160-12.7% | $4,742-78.7% |
| Participant deferral / active EE | $4,449 | $2,819+57.9% | $2,125+109.4% | $6,401-30.5% |
| Admin fee / account holder | $661 | $2,587-74.5% | $2,132-69.0% | $11,431-94.2% |