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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 | $22,305 | $138,075-83.8% | $123,552-81.9% | $135,379-83.5% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -12.07% | 153.70%-165.8pp | 119.20%-131.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $1,678 | $5,152-67.4% | $4,628-63.7% | $4,779-64.9% |
| Participant deferral / active EE | $3,680 | $6,800-45.9% | $6,426-42.7% | $5,609-34.4% |
| Admin fee / account holder | $2,216 | $10,917-79.7% | $9,285-76.1% | $10,828-79.5% |