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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 | $14,672 | $133,998-89.1% | $112,263-86.9% | $134,545-89.1% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.1%-16.7pp | 81.2%-22.9pp |
| Annual return | -21.87% | 47.17%-69.0pp | 27.49%-49.4pp | 418.37%-440.2pp |
| Employer contribution / active EE | $21,233 | $4,040+425.5% | $3,636+484.0% | $4,742+347.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,804 | $7,493-49.2% | $6,410-40.7% | $11,431-66.7% |