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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 | $110,410-76.8% | $102,437-75.0% | $145,897-82.4% |
| Participation rate | 18.2% | 77.9%-59.8pp | 74.5%-56.3pp | 80.3%-62.1pp |
| Annual return | -10.31% | 24.85%-35.2pp | 24.95%-35.3pp | 552.29%-562.6pp |
| Employer contribution / active EE | $1,294 | $4,217-69.3% | $3,871-66.6% | $4,663-72.3% |
| Participant deferral / active EE | $2,732 | $5,622-51.4% | $5,060-46.0% | $6,689-59.2% |
| Admin fee / account holder | $2,507 | $9,745-74.3% | $8,388-70.1% | $13,390-81.3% |