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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 | $25,217 | $138,078-81.7% | $125,363-79.9% | $134,509-81.3% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -22.16% | 750.49%-772.6pp | 572.15%-594.3pp | 418.13%-440.3pp |
| Employer contribution / active EE | $976 | $5,245-81.4% | $4,815-79.7% | $4,741-79.4% |
| Participant deferral / active EE | $3,514 | $7,800-55.0% | $7,447-52.8% | $6,400-45.1% |
| Admin fee / account holder | $2,457 | $11,566-78.8% | $10,005-75.4% | $11,427-78.5% |