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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 | $19,595 | $190,879-89.7% | $160,009-87.8% | $134,532-85.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -32.50% | 552.63%-585.1pp | 408.85%-441.3pp | 418.27%-450.8pp |
| Employer contribution / active EE | $2,797 | $4,995-44.0% | $4,225-33.8% | $4,741-41.0% |
| Participant deferral / active EE | $9,517 | $6,924+37.4% | $6,183+53.9% | $6,401+48.7% |
| Admin fee / account holder | $939 | $10,495-91.1% | $8,715-89.2% | $11,429-91.8% |