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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 | $15,278 | $108,897-86.0% | $100,378-84.8% | $145,877-89.5% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.2pp |
| Annual return | -29.84% | 58.17%-88.0pp | 49.41%-79.3pp | 551.28%-581.1pp |
| Employer contribution / active EE | $2,055 | $4,420-53.5% | $3,942-47.9% | $4,663-55.9% |
| Participant deferral / active EE | $6,321 | $8,455-25.2% | $8,087-21.8% | $6,691-5.5% |
| Admin fee / account holder | $125,716 | $9,690+1197.4% | $7,899+1491.5% | $13,402+838.0% |