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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 | $26,622 | $57,352-53.6% | $83,831-68.2% | $64,173-58.5% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.8pp |
| Annual return | -10.87% | 11.38%-22.2pp | 850.99%-861.9pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,455 | $2,546-42.9% | $3,631-59.9% | $2,381-38.9% |
| Participant deferral / active EE | $1,905 | $2,993-36.3% | $4,082-53.3% | $3,470-45.1% |
| Admin fee / account holder | $1,181 | $4,046-70.8% | $5,479-78.4% | $4,887-75.8% |