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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 | $23,990 | $75,962-68.4% | $154,108-84.4% | $64,173-62.6% |
| Participation rate | 53.2% | 70.4%-17.2pp | 83.0%-29.8pp | 69.6%-16.4pp |
| Annual return | -9.48% | 30.32%-39.8pp | 735.21%-744.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,162 | $3,350-35.4% | $5,298-59.2% | $2,381-9.2% |
| Participant deferral / active EE | $2,987 | $3,175-5.9% | $5,081-41.2% | $3,470-13.9% |
| Admin fee / account holder | $374 | $5,589-93.3% | $13,411-97.2% | $4,887-92.3% |