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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 | $26,506 | $95,975-72.4% | $74,549-64.4% | $135,379-80.4% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -11.06% | 56.96%-68.0pp | 32.53%-43.6pp | 519.79%-530.8pp |
| Employer contribution / active EE | $1,437 | $2,716-47.1% | $1,961-26.7% | $4,779-69.9% |
| Participant deferral / active EE | $2,126 | $3,844-44.7% | $3,108-31.6% | $5,609-62.1% |
| Admin fee / account holder | $2,611 | $6,522-60.0% | $5,059-48.4% | $10,828-75.9% |