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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 | $25,613 | $92,684-72.4% | $82,706-69.0% | $134,509-81.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -22.82% | 945.84%-968.7pp | 701.76%-724.6pp | 418.13%-441.0pp |
| Employer contribution / active EE | $2,247 | $3,272-31.3% | $3,007-25.3% | $4,741-52.6% |
| Participant deferral / active EE | $1,991 | $4,800-58.5% | $4,394-54.7% | $6,400-68.9% |
| Admin fee / account holder | $2,492 | $5,982-58.3% | $5,329-53.2% | $11,427-78.2% |