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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 | $18,512 | $160,028-88.4% | $147,080-87.4% | $145,884-87.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | -13.34% | 98.60%-111.9pp | 420.17%-433.5pp | 551.85%-565.2pp |
| Employer contribution / active EE | $6,557 | $5,286+24.0% | $4,933+32.9% | $4,662+40.6% |
| Participant deferral / active EE | $11,684 | $8,422+38.7% | $8,066+44.8% | $6,690+74.7% |
| Admin fee / account holder | $22,445 | $15,030+49.3% | $12,989+72.8% | $13,392+67.6% |