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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 | $13,074 | $75,962-82.8% | $154,108-91.5% | $64,173-79.6% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -9.51% | 30.32%-39.8pp | 735.21%-744.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,332 | $3,350-60.2% | $5,298-74.9% | $2,381-44.1% |
| Participant deferral / active EE | $1,831 | $3,175-42.3% | $5,081-64.0% | $3,470-47.2% |
| Admin fee / account holder | $2,560 | $5,589-54.2% | $13,411-80.9% | $4,887-47.6% |