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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 | $27,226 | $135,645-79.9% | $110,243-75.3% | $135,379-79.9% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | -9.16% | 513.24%-522.4pp | 314.76%-323.9pp | 519.79%-528.9pp |
| Employer contribution / active EE | $1,375 | $4,907-72.0% | $3,827-64.1% | $4,779-71.2% |
| Participant deferral / active EE | $3,697 | $5,507-32.9% | $4,672-20.9% | $5,609-34.1% |
| Admin fee / account holder | $375 | $11,458-96.7% | $8,548-95.6% | $10,828-96.5% |