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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 | $25,043 | $138,076-81.9% | $123,553-79.7% | $135,380-81.5% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -9.37% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $1,660 | $5,152-67.8% | $4,628-64.1% | $4,779-65.3% |
| Participant deferral / active EE | $5,105 | $6,800-24.9% | $6,426-20.6% | $5,609-9.0% |
| Admin fee / account holder | $1,487 | $10,917-86.4% | $9,284-84.0% | $10,828-86.3% |