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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 | $23,909 | $167,522-85.7% | $151,639-84.2% | $134,532-82.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -29.27% | 7.81%-37.1pp | 3.34%-32.6pp | 418.27%-447.5pp |
| Employer contribution / active EE | $4,207 | $6,828-38.4% | $6,165-31.8% | $4,741-11.3% |
| Participant deferral / active EE | $4,465 | $8,986-50.3% | $8,363-46.6% | $6,401-30.2% |
| Admin fee / account holder | $8,001 | $13,780-41.9% | $11,613-31.1% | $11,429-30.0% |