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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 | $20,089 | $211,224-90.5% | $178,505-88.7% | $145,897-86.2% |
| Participation rate | 42.9% | 80.8%-38.0pp | 77.1%-34.3pp | 80.3%-37.4pp |
| Annual return | -25.77% | 30.28%-56.1pp | 27.16%-52.9pp | 552.29%-578.1pp |
| Employer contribution / active EE | $3,720 | $4,577-18.7% | $3,955-5.9% | $4,663-20.2% |
| Participant deferral / active EE | $6,266 | $6,966-10.0% | $6,280-0.2% | $6,689-6.3% |
| Admin fee / account holder | $7,371 | $12,109-39.1% | $10,428-29.3% | $13,390-45.0% |