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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 | $25,992 | $52,353-50.4% | $120,225-78.4% | $82,448-68.5% |
| Participation rate | 44.1% | 58.3%-14.2pp | 69.6%-25.5pp | 68.1%-24.0pp |
| Annual return | -1.03% | 61.85%-62.9pp | 439.23%-440.3pp | 41.64%-42.7pp |
| Employer contribution / active EE | $1,191 | $1,510-21.1% | $3,475-65.7% | $2,551-53.3% |
| Participant deferral / active EE | $2,416 | $2,627-8.0% | $3,999-39.6% | $4,139-41.6% |
| Admin fee / account holder | $19,296 | $4,363+342.3% | $5,696+238.7% | $7,234+166.7% |