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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 | $23,747 | $48,274-50.8% | $63,244-62.5% | $59,633-60.2% |
| Participation rate | 69.4% | 66.3%+3.1pp | 71.0%-1.6pp | 68.7%+0.8pp |
| Annual return | -8.50% | -240.79%+232.3pp | -70.31%+61.8pp | 2041.45%-2049.9pp |
| Employer contribution / active EE | $1,767 | $1,586+11.4% | $2,322-23.9% | $2,203-19.8% |
| Participant deferral / active EE | $2,555 | $2,343+9.1% | $2,953-13.5% | $3,192-20.0% |
| Admin fee / account holder | $1,486 | $3,600-58.7% | $5,893-74.8% | $4,297-65.4% |