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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 | $23,428 | $133,981-82.5% | $112,249-79.1% | $134,532-82.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -376.78% | 47.16%-423.9pp | 27.48%-404.3pp | 418.27%-795.0pp |
| Employer contribution / active EE | $28,596 | $4,040+607.9% | $3,636+686.5% | $4,741+503.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,245 | $7,492+23.4% | $6,412+44.2% | $11,429-19.1% |