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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 | $24,282 | $124,314-80.5% | $109,163-77.8% | $167,518-85.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | -105.69% | 26.04%-131.7pp | 25.75%-131.4pp | 478.71%-584.4pp |
| Employer contribution / active EE | $9,412 | $4,209+123.6% | $3,723+152.8% | $4,838+94.5% |
| Participant deferral / active EE | $17,045 | $5,256+224.3% | $4,654+266.3% | $6,342+168.8% |
| Admin fee / account holder | $497 | $7,973-93.8% | $6,754-92.6% | $12,312-96.0% |