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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 | $11,212 | $111,814-90.0% | $103,378-89.2% | $145,978-92.3% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | -39.43% | 24.80%-64.2pp | 24.91%-64.3pp | 550.52%-589.9pp |
| Employer contribution / active EE | $2,829 | $4,215-32.9% | $3,870-26.9% | $4,662-39.3% |
| Participant deferral / active EE | $11,675 | $5,618+107.8% | $5,058+130.8% | $6,690+74.5% |
| Admin fee / account holder | $2,693 | $9,764-72.4% | $8,401-67.9% | $13,400-79.9% |