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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 | $33,321 | $135,639-75.4% | $110,241-69.8% | $135,382-75.4% |
| Participation rate | 25.0% | 83.5%-58.5pp | 79.8%-54.8pp | 82.6%-57.6pp |
| Annual return | -20.08% | 513.21%-533.3pp | 314.75%-334.8pp | 519.77%-539.9pp |
| Employer contribution / active EE | $1,788 | $4,907-63.6% | $3,827-53.3% | $4,779-62.6% |
| Participant deferral / active EE | $3,746 | $5,507-32.0% | $4,672-19.8% | $5,609-33.2% |
| Admin fee / account holder | $2,367 | $11,457-79.3% | $8,548-72.3% | $10,829-78.1% |