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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 | $24,431 | $108,912-77.6% | $100,383-75.7% | $145,959-83.3% |
| Participation rate | 45.5% | 83.0%-37.5pp | 81.5%-36.0pp | 80.3%-34.8pp |
| Annual return | -0.65% | 57.96%-58.6pp | 49.26%-49.9pp | 561.95%-562.6pp |
| Employer contribution / active EE | $1,666 | $4,423-62.3% | $3,944-57.8% | $4,661-64.3% |
| Participant deferral / active EE | $3,555 | $8,451-57.9% | $8,086-56.0% | $6,689-46.9% |
| Admin fee / account holder | $2,281 | $9,690-76.5% | $7,900-71.1% | $13,398-83.0% |