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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 | $20,916 | $138,078-84.9% | $125,363-83.3% | $134,509-84.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -25.79% | 750.49%-776.3pp | 572.15%-597.9pp | 418.13%-443.9pp |
| Employer contribution / active EE | $3,810 | $5,245-27.4% | $4,815-20.9% | $4,741-19.6% |
| Participant deferral / active EE | $4,526 | $7,800-42.0% | $7,447-39.2% | $6,400-29.3% |
| Admin fee / account holder | $410 | $11,566-96.5% | $10,005-95.9% | $11,427-96.4% |