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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 | $23,590 | $75,962-68.9% | $154,111-84.7% | $64,173-63.2% |
| Participation rate | 41.6% | 70.4%-28.8pp | 83.0%-41.5pp | 69.6%-28.0pp |
| Annual return | -9.72% | 30.32%-40.0pp | 735.18%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,382 | $3,350-58.7% | $5,298-73.9% | $2,381-41.9% |
| Participant deferral / active EE | $3,024 | $3,175-4.8% | $5,081-40.5% | $3,470-12.9% |
| Admin fee / account holder | $2,737 | $5,589-51.0% | $13,411-79.6% | $4,887-44.0% |