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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 | $17,094 | $190,862-91.0% | $159,991-89.3% | $134,509-87.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.0%-18.0pp | 81.2%-21.2pp |
| Annual return | -22.09% | 552.59%-574.7pp | 408.82%-430.9pp | 418.13%-440.2pp |
| Employer contribution / active EE | $3,234 | $4,995-35.3% | $4,225-23.5% | $4,741-31.8% |
| Participant deferral / active EE | $5,402 | $6,924-22.0% | $6,183-12.6% | $6,400-15.6% |
| Admin fee / account holder | $16,431 | $10,495+56.6% | $8,715+88.5% | $11,427+43.8% |