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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 | $28,619 | $138,075-79.3% | $123,552-76.8% | $135,379-78.9% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -9.58% | 153.70%-163.3pp | 119.20%-128.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $4,028 | $5,152-21.8% | $4,628-13.0% | $4,779-15.7% |
| Participant deferral / active EE | $5,691 | $6,800-16.3% | $6,426-11.4% | $5,609+1.5% |
| Admin fee / account holder | $839 | $10,917-92.3% | $9,285-91.0% | $10,828-92.3% |