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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 | $24,086 | $95,975-74.9% | $74,549-67.7% | $135,379-82.2% |
| Participation rate | 47.1% | 75.7%-28.6pp | 69.1%-22.1pp | 82.6%-35.6pp |
| Annual return | -65.84% | 56.96%-122.8pp | 32.53%-98.4pp | 519.79%-585.6pp |
| Employer contribution / active EE | $1,086 | $2,716-60.0% | $1,961-44.6% | $4,779-77.3% |
| Participant deferral / active EE | $2,577 | $3,844-33.0% | $3,108-17.1% | $5,609-54.1% |
| Admin fee / account holder | $8,660 | $6,522+32.8% | $5,059+71.2% | $10,828-20.0% |