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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 | $16,450 | $154,228-89.3% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | -1.01% | 74.59%-75.6pp | 66.58%-67.6pp | 220.34%-221.3pp |
| Employer contribution / active EE | $2,183 | $4,804-54.6% | $4,554-52.1% | $4,156-47.5% |
| Participant deferral / active EE | $2,729 | $8,216-66.8% | $7,897-65.4% | $6,407-57.4% |
| Admin fee / account holder | $12,394 | $14,344-13.6% | $13,129-5.6% | $12,270+1.0% |