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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 | $25,881 | $115,917-77.7% | $100,535-74.3% | $158,982-83.7% |
| Participation rate | 21.4% | 81.6%-60.2pp | 79.4%-58.0pp | 82.0%-60.5pp |
| Annual return | -6.85% | 34.80%-41.7pp | 30.90%-37.7pp | 302.99%-309.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,098 | $6,677-68.6% | $6,271-66.5% | $5,983-64.9% |
| Admin fee / account holder | $30,052 | $11,002+173.2% | $8,085+271.7% | $11,252+167.1% |