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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 | $9,895 | $72,071-86.3% | $68,368-85.5% | $137,256-92.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | -16.22% | 353.14%-369.4pp | 292.57%-308.8pp | 220.34%-236.6pp |
| Employer contribution / active EE | $2,055 | $2,788-26.3% | $2,649-22.4% | $4,156-50.6% |
| Participant deferral / active EE | $1,962 | $4,410-55.5% | $4,123-52.4% | $6,407-69.4% |
| Admin fee / account holder | $1,846 | $5,336-65.4% | $5,150-64.2% | $12,270-85.0% |