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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 | $25,679 | $77,638-66.9% | $156,551-83.6% | $62,881-59.2% |
| Participation rate | 63.6% | 71.2%-7.6pp | 84.0%-20.4pp | 69.3%-5.7pp |
| Annual return | -0.28% | 50.33%-50.6pp | 32.23%-32.5pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,066 | $3,444-69.0% | $5,501-80.6% | $2,281-53.3% |
| Participant deferral / active EE | $2,040 | $3,046-33.0% | $4,871-58.1% | $3,203-36.3% |
| Admin fee / account holder | $12,558 | $5,561+125.8% | $13,028-3.6% | $4,296+192.3% |