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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 | $12,057 | $133,998-91.0% | $112,263-89.3% | $134,545-91.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -23.61% | 47.17%-70.8pp | 27.49%-51.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $2,515 | $4,040-37.8% | $3,636-30.8% | $4,742-47.0% |
| Participant deferral / active EE | $2,974 | $5,292-43.8% | $4,729-37.1% | $6,401-53.5% |
| Admin fee / account holder | $758 | $7,493-89.9% | $6,410-88.2% | $11,431-93.4% |