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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 | $24,756 | $78,694-68.5% | $67,652-63.4% | $125,389-80.3% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -5.68% | 9.46%-15.1pp | 6625.40%-6631.1pp | 282.24%-287.9pp |
| Employer contribution / active EE | $3,588 | $3,044+17.9% | $2,266+58.4% | $4,866-26.3% |
| Participant deferral / active EE | $4,245 | $4,292-1.1% | $3,560+19.2% | $5,352-20.7% |
| Admin fee / account holder | $13,219 | $7,403+78.6% | $4,821+174.2% | $9,541+38.5% |