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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 | $23,175 | $138,076-83.2% | $123,553-81.2% | $135,380-82.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -15.67% | 153.70%-169.4pp | 119.21%-134.9pp | 519.81%-535.5pp |
| Employer contribution / active EE | $1,333 | $5,152-74.1% | $4,628-71.2% | $4,779-72.1% |
| Participant deferral / active EE | $7,744 | $6,800+13.9% | $6,426+20.5% | $5,609+38.1% |
| Admin fee / account holder | $374 | $10,917-96.6% | $9,284-96.0% | $10,828-96.5% |