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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 | $18,415 | $183,516-90.0% | $155,534-88.2% | $145,884-87.4% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | -91.12% | 61.43%-152.5pp | 64.92%-156.0pp | 551.85%-643.0pp |
| Employer contribution / active EE | $1,164 | $5,315-78.1% | $4,675-75.1% | $4,662-75.0% |
| Participant deferral / active EE | $5,872 | $6,467-9.2% | $5,630+4.3% | $6,690-12.2% |
| Admin fee / account holder | $2,614 | $19,293-86.5% | $15,900-83.6% | $13,392-80.5% |