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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 | $16,933 | $84,628-80.0% | $61,501-72.5% | $134,545-87.4% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -21.93% | 585.61%-607.5pp | 339.04%-361.0pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,053 | $1,545-31.8% | $1,160-9.2% | $4,742-77.8% |
| Participant deferral / active EE | $3,864 | $2,819+37.1% | $2,125+81.9% | $6,401-39.6% |
| Admin fee / account holder | $512 | $2,587-80.2% | $2,132-76.0% | $11,431-95.5% |