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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 | $28,276 | $138,075-79.5% | $123,552-77.1% | $135,379-79.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -9.22% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $2,000 | $5,152-61.2% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $5,000 | $6,800-26.5% | $6,426-22.2% | $5,609-10.9% |
| Admin fee / account holder | $351 | $10,917-96.8% | $9,285-96.2% | $10,828-96.8% |