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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 | $16,694 | $92,766-82.0% | $82,763-79.8% | $134,545-87.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -21.75% | 946.97%-968.7pp | 702.45%-724.2pp | 418.37%-440.1pp |
| Employer contribution / active EE | $3,768 | $3,273+15.1% | $3,008+25.2% | $4,742-20.5% |
| Participant deferral / active EE | $5,320 | $4,802+10.8% | $4,395+21.1% | $6,401-16.9% |
| Admin fee / account holder | $8,801 | $5,978+47.2% | $5,325+65.3% | $11,431-23.0% |