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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 | $25,622 | $110,337-76.8% | $102,383-75.0% | $145,877-82.4% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | -10.31% | 24.83%-35.1pp | 24.94%-35.2pp | 551.28%-561.6pp |
| Employer contribution / active EE | $1,294 | $4,216-69.3% | $3,870-66.6% | $4,663-72.3% |
| Participant deferral / active EE | $2,732 | $5,621-51.4% | $5,060-46.0% | $6,691-59.2% |
| Admin fee / account holder | $2,507 | $9,750-74.3% | $8,391-70.1% | $13,402-81.3% |