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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 | $25,376 | $82,674-69.3% | $125,381-79.8% | $68,486-62.9% |
| Participation rate | 43.6% | 75.1%-31.5pp | 82.4%-38.8pp | 67.9%-24.3pp |
| Annual return | -22.25% | -5.97%-16.3pp | 572.31%-594.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,725 | $3,382-49.0% | $4,815-64.2% | $2,597-33.6% |
| Participant deferral / active EE | $2,870 | $6,111-53.0% | $7,448-61.5% | $4,028-28.7% |
| Admin fee / account holder | $441 | $6,277-93.0% | $10,007-95.6% | $5,404-91.8% |