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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 | $22,025 | $167,352-86.8% | $143,788-84.7% | $134,509-83.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.00% | 0.47%-25.5pp | -0.03%-25.0pp | 418.13%-443.1pp |
| Employer contribution / active EE | $3,065 | $5,620-45.5% | $4,952-38.1% | $4,741-35.4% |
| Participant deferral / active EE | $13,591 | $6,447+110.8% | $5,638+141.1% | $6,400+112.3% |
| Admin fee / account holder | $10,839 | $18,091-40.1% | $14,675-26.1% | $11,427-5.1% |