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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 | $19,390 | $114,119-83.0% | $107,187-81.9% | $138,895-86.0% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | -17.04% | 273.21%-290.2pp | 204.55%-221.6pp | 145.39%-162.4pp |
| Employer contribution / active EE | $1,340 | $4,059-67.0% | $3,782-64.6% | $4,194-68.1% |
| Participant deferral / active EE | $6,950 | $5,538+25.5% | $5,096+36.4% | $6,396+8.7% |
| Admin fee / account holder | $44,591 | $10,024+344.9% | $9,162+386.7% | $12,562+255.0% |