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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 | $26,068 | $138,078-81.1% | $125,363-79.2% | $134,509-80.6% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -24.31% | 750.49%-774.8pp | 572.15%-596.5pp | 418.13%-442.4pp |
| Employer contribution / active EE | $1,054 | $5,245-79.9% | $4,815-78.1% | $4,741-77.8% |
| Participant deferral / active EE | $3,587 | $7,800-54.0% | $7,447-51.8% | $6,400-44.0% |
| Admin fee / account holder | $4,048 | $11,566-65.0% | $10,005-59.5% | $11,427-64.6% |