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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 | $17,769 | $100,811-82.4% | $86,698-79.5% | $134,545-86.8% |
| Participation rate | 68.8% | 79.0%-10.2pp | 76.6%-7.8pp | 81.2%-12.5pp |
| Annual return | -21.11% | 29.11%-50.2pp | 35.96%-57.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,578 | $3,490-26.1% | $2,837-9.1% | $4,742-45.6% |
| Participant deferral / active EE | $3,766 | $5,339-29.5% | $4,656-19.1% | $6,401-41.2% |
| Admin fee / account holder | $1,145 | $10,926-89.5% | $7,492-84.7% | $11,431-90.0% |