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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 | $18,913 | $162,136-88.3% | $152,301-87.6% | $154,746-87.8% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | -54.97% | 91.02%-146.0pp | 80.50%-135.5pp | 172.34%-227.3pp |
| Employer contribution / active EE | $1,552 | $4,890-68.3% | $4,624-66.4% | $4,379-64.6% |
| Participant deferral / active EE | $3,842 | $8,341-53.9% | $8,004-52.0% | $6,730-42.9% |
| Admin fee / account holder | $425 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |