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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 | $17,316 | $104,106-83.4% | $71,086-75.6% | $135,382-87.2% |
| Participation rate | 34.8% | 65.7%-30.9pp | 54.7%-19.9pp | 82.6%-47.9pp |
| Annual return | -15.50% | 1256.30%-1271.8pp | 650.59%-666.1pp | 519.77%-535.3pp |
| Employer contribution / active EE | $1,548 | $1,485+4.2% | $1,088+42.3% | $4,779-67.6% |
| Participant deferral / active EE | $2,954 | $2,527+16.9% | $1,874+57.6% | $5,609-47.3% |
| Admin fee / account holder | $1,908 | $4,142-53.9% | $3,082-38.1% | $10,829-82.4% |