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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 | $25,390 | $138,075-81.6% | $123,552-79.4% | $135,379-81.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.77% | 153.70%-164.5pp | 119.20%-130.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $2,685 | $5,152-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $2,685 | $6,800-60.5% | $6,426-58.2% | $5,609-52.1% |
| Admin fee / account holder | $337 | $10,917-96.9% | $9,285-96.4% | $10,828-96.9% |