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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 | $25,056 | $85,766-70.8% | $136,298-81.6% | $70,126-64.3% |
| Participation rate | 23.3% | 74.2%-50.8pp | 81.9%-58.6pp | 69.5%-46.2pp |
| Annual return | -6.54% | 31.46%-38.0pp | 5156.27%-5162.8pp | 73.15%-79.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,273 | $5,051-55.0% | $6,247-63.6% | $3,332-31.8% |
| Admin fee / account holder | $7,831 | $5,421+44.5% | $9,244-15.3% | $4,645+68.6% |