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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 | $11,942 | $106,551-88.8% | $91,225-86.9% | $134,532-91.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -24.38% | 160.78%-185.2pp | 114.12%-138.5pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,812 | $3,331-45.6% | $2,851-36.5% | $4,741-61.8% |
| Participant deferral / active EE | $4,005 | $4,718-15.1% | $4,233-5.4% | $6,401-37.4% |
| Admin fee / account holder | $1,868 | $6,234-70.0% | $5,422-65.6% | $11,429-83.7% |