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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 | $25,752 | $48,277-46.7% | $67,511-61.9% | $80,874-68.2% |
| Participation rate | 15.6% | 66.4%-50.8pp | 72.9%-57.3pp | 67.6%-52.0pp |
| Annual return | -11.30% | 18.27%-29.6pp | 3517.41%-3528.7pp | 35.62%-46.9pp |
| Employer contribution / active EE | $548 | $2,021-72.9% | $2,733-79.9% | $2,756-80.1% |
| Participant deferral / active EE | $843 | $2,926-71.2% | $4,000-78.9% | $4,297-80.4% |
| Admin fee / account holder | $6,104 | $3,687+65.5% | $3,999+52.6% | $6,935-12.0% |