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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 | $24,908 | $138,076-82.0% | $123,553-79.8% | $135,380-81.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -12.70% | 153.70%-166.4pp | 119.21%-131.9pp | 519.81%-532.5pp |
| Employer contribution / active EE | $1,369 | $5,152-73.4% | $4,628-70.4% | $4,779-71.4% |
| Participant deferral / active EE | $2,496 | $6,800-63.3% | $6,426-61.2% | $5,609-55.5% |
| Admin fee / account holder | $3,857 | $10,917-64.7% | $9,284-58.5% | $10,828-64.4% |