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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 | $23,306 | $138,114-83.1% | $125,391-81.4% | $134,545-82.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.16% | 750.88%-772.0pp | 572.41%-593.6pp | 418.37%-439.5pp |
| Employer contribution / active EE | $1,384 | $5,246-73.6% | $4,816-71.3% | $4,742-70.8% |
| Participant deferral / active EE | $3,467 | $7,801-55.6% | $7,448-53.5% | $6,401-45.8% |
| Admin fee / account holder | $2,241 | $11,570-80.6% | $10,009-77.6% | $11,431-80.4% |