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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 | $24,916 | $133,981-81.4% | $112,249-77.8% | $134,532-81.5% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -26.15% | 47.16%-73.3pp | 27.48%-53.6pp | 418.27%-444.4pp |
| Employer contribution / active EE | $886 | $4,040-78.1% | $3,636-75.6% | $4,741-81.3% |
| Participant deferral / active EE | $3,848 | $5,292-27.3% | $4,729-18.6% | $6,401-39.9% |
| Admin fee / account holder | $120,955 | $7,492+1514.5% | $6,412+1786.3% | $11,429+958.4% |