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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 | $48,327-46.7% | $67,575-61.9% | $80,935-68.2% |
| Participation rate | 15.6% | 66.4%-50.8pp | 72.9%-57.3pp | 67.7%-52.0pp |
| Annual return | -11.30% | 18.31%-29.6pp | 3528.98%-3540.3pp | 35.66%-47.0pp |
| Employer contribution / active EE | $548 | $2,022-72.9% | $2,736-80.0% | $2,757-80.1% |
| Participant deferral / active EE | $843 | $2,927-71.2% | $4,003-79.0% | $4,299-80.4% |
| Admin fee / account holder | $6,104 | $3,692+65.3% | $3,993+52.9% | $6,924-11.8% |