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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 | $15,086 | $84,464-82.1% | $61,399-75.4% | $134,509-88.8% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | -153.26% | 585.06%-738.3pp | 338.81%-492.1pp | 418.13%-571.4pp |
| Employer contribution / active EE | $3,908 | $1,545+153.0% | $1,159+237.0% | $4,741-17.6% |
| Participant deferral / active EE | $3,327 | $2,818+18.1% | $2,124+56.6% | $6,400-48.0% |
| Admin fee / account holder | $2,249 | $2,587-13.1% | $2,131+5.5% | $11,427-80.3% |