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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 | $27,932 | $91,538-69.5% | $130,014-78.5% | $75,173-62.8% |
| Participation rate | 42.4% | 71.4%-29.0pp | 78.5%-36.1pp | 67.2%-24.8pp |
| Annual return | 5.77% | -631.11%+636.9pp | -137.22%+143.0pp | 160.65%-154.9pp |
| Employer contribution / active EE | $1,300 | $2,845-54.3% | $4,320-69.9% | $2,670-51.3% |
| Participant deferral / active EE | $3,075 | $4,341-29.2% | $5,821-47.2% | $4,126-25.5% |
| Admin fee / account holder | $46,845 | $6,790+589.9% | $10,616+341.3% | $5,651+728.9% |