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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 | $21,341 | $57,352-62.8% | $83,831-74.5% | $64,173-66.7% |
| Participation rate | 57.1% | 68.6%-11.5pp | 76.1%-19.0pp | 69.6%-12.4pp |
| Annual return | -10.07% | 11.38%-21.5pp | 850.99%-861.1pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,587 | $2,546+1.6% | $3,631-28.8% | $2,381+8.7% |
| Participant deferral / active EE | $3,655 | $2,993+22.1% | $4,082-10.5% | $3,470+5.3% |
| Admin fee / account holder | $1,815 | $4,046-55.1% | $5,479-66.9% | $4,887-62.9% |