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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 | $20,807 | $138,102-84.9% | $125,381-83.4% | $134,532-84.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -21.67% | 750.73%-772.4pp | 572.31%-594.0pp | 418.27%-439.9pp |
| Employer contribution / active EE | $2,032 | $5,245-61.3% | $4,815-57.8% | $4,741-57.1% |
| Participant deferral / active EE | $7,625 | $7,801-2.3% | $7,448+2.4% | $6,401+19.1% |
| Admin fee / account holder | $2,214 | $11,568-80.9% | $10,007-77.9% | $11,429-80.6% |