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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 | $16,550 | $106,008-84.4% | $92,240-82.1% | $147,586-88.8% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | -4.99% | 50.05%-55.0pp | 176.29%-181.3pp | 578.59%-583.6pp |
| Employer contribution / active EE | $1,608 | $4,333-62.9% | $3,680-56.3% | $4,876-67.0% |
| Participant deferral / active EE | $2,495 | $4,478-44.3% | $3,897-36.0% | $5,439-54.1% |
| Admin fee / account holder | $492 | $6,333-92.2% | $5,194-90.5% | $10,886-95.5% |