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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 | $25,173 | $82,674-69.6% | $125,363-79.9% | $68,495-63.2% |
| Participation rate | 52.6% | 75.0%-22.4pp | 82.4%-29.7pp | 67.9%-15.3pp |
| Annual return | -26.62% | -5.97%-20.7pp | 572.15%-598.8pp | -7.84%-18.8pp |
| Employer contribution / active EE | $1,341 | $3,382-60.3% | $4,815-72.1% | $2,596-48.4% |
| Participant deferral / active EE | $3,939 | $6,111-35.5% | $7,447-47.1% | $4,028-2.2% |
| Admin fee / account holder | $1,759 | $6,276-72.0% | $10,005-82.4% | $5,403-67.4% |