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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 | $27,461 | $138,075-80.1% | $123,552-77.8% | $135,379-79.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -9.23% | 153.70%-162.9pp | 119.20%-128.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,191 | $5,152-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $5,073 | $6,800-25.4% | $6,426-21.1% | $5,609-9.6% |
| Admin fee / account holder | $1,383 | $10,917-87.3% | $9,285-85.1% | $10,828-87.2% |