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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 | $24,080 | $106,549-77.4% | $91,225-73.6% | $134,509-82.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -23.76% | 160.73%-184.5pp | 114.10%-137.9pp | 418.13%-441.9pp |
| Employer contribution / active EE | $806 | $3,331-75.8% | $2,851-71.7% | $4,741-83.0% |
| Participant deferral / active EE | $5,163 | $4,719+9.4% | $4,234+21.9% | $6,400-19.3% |
| Admin fee / account holder | $411 | $6,234-93.4% | $5,422-92.4% | $11,427-96.4% |