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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 | $21,631 | $100,805-78.5% | $86,698-75.0% | $134,532-83.9% |
| Participation rate | 46.2% | 79.0%-32.8pp | 76.6%-30.4pp | 81.2%-35.1pp |
| Annual return | -21.23% | 29.09%-50.3pp | 35.95%-57.2pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,715 | $3,490-22.2% | $2,837-4.3% | $4,741-42.7% |
| Participant deferral / active EE | $4,367 | $5,339-18.2% | $4,656-6.2% | $6,401-31.8% |
| Admin fee / account holder | $16,215 | $10,925+48.4% | $7,493+116.4% | $11,429+41.9% |