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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 | $25,558 | $115,796-77.9% | $101,264-74.8% | $158,950-83.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | -5.72% | 56.15%-61.9pp | 46.48%-52.2pp | 302.91%-308.6pp |
| Employer contribution / active EE | $1,334 | $4,175-68.0% | $3,660-63.5% | $4,762-72.0% |
| Participant deferral / active EE | $3,928 | $4,958-20.8% | $4,370-10.1% | $5,983-34.4% |
| Admin fee / account holder | $8,249 | $7,247+13.8% | $5,947+38.7% | $11,248-26.7% |