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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 | $8,058 | $93,098-91.3% | $77,081-89.5% | $134,509-94.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -28.82% | 62.63%-91.4pp | 42.33%-71.1pp | 418.13%-447.0pp |
| Employer contribution / active EE | $2,658 | $3,419-22.3% | $2,813-5.5% | $4,741-43.9% |
| Participant deferral / active EE | $6,969 | $5,239+33.0% | $4,428+57.4% | $6,400+8.9% |
| Admin fee / account holder | $4,955 | $6,945-28.7% | $5,427-8.7% | $11,427-56.6% |