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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 | $21,794 | $138,102-84.2% | $125,381-82.6% | $134,532-83.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.86% | 750.73%-771.6pp | 572.31%-593.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $4,617 | $5,245-12.0% | $4,815-4.1% | $4,741-2.6% |
| Participant deferral / active EE | $9,386 | $7,801+20.3% | $7,448+26.0% | $6,401+46.6% |
| Admin fee / account holder | $4,664 | $11,568-59.7% | $10,007-53.4% | $11,429-59.2% |