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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 | $25,167 | $124,346-79.8% | $111,306-77.4% | $167,553-85.0% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | -76.71% | 37.46%-114.2pp | 54.67%-131.4pp | 478.89%-555.6pp |
| Employer contribution / active EE | $1,720 | $3,438-50.0% | $2,732-37.0% | $4,840-64.5% |
| Participant deferral / active EE | $2,979 | $5,182-42.5% | $4,488-33.6% | $6,343-53.0% |
| Admin fee / account holder | $3,129 | $10,623-70.5% | $7,966-60.7% | $12,316-74.6% |