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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 | $25,507 | $167,362-84.8% | $143,799-82.3% | $134,532-81.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.68% | 0.47%-22.2pp | -0.04%-21.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,593 | $5,620-53.9% | $4,952-47.6% | $4,741-45.3% |
| Participant deferral / active EE | $8,863 | $6,447+37.5% | $5,638+57.2% | $6,401+38.5% |
| Admin fee / account holder | $4,674 | $18,094-74.2% | $14,677-68.2% | $11,429-59.1% |