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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 | $25,275 | $138,076-81.7% | $123,553-79.5% | $135,380-81.3% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -12.06% | 153.70%-165.8pp | 119.21%-131.3pp | 519.81%-531.9pp |
| Employer contribution / active EE | $1,248 | $5,152-75.8% | $4,628-73.0% | $4,779-73.9% |
| Participant deferral / active EE | $4,309 | $6,800-36.6% | $6,426-32.9% | $5,609-23.2% |
| Admin fee / account holder | $1,848 | $10,917-83.1% | $9,284-80.1% | $10,828-82.9% |