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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 | $59,609 | $211,946-71.9% | $169,452-64.8% | $135,380-56.0% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -10.77% | 3.26%-14.0pp | 1.83%-12.6pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,038 | $5,117-60.2% | $4,157-51.0% | $4,779-57.4% |
| Participant deferral / active EE | $3,415 | $6,075-43.8% | $5,277-35.3% | $5,609-39.1% |
| Admin fee / account holder | $499 | $11,472-95.6% | $9,110-94.5% | $10,828-95.4% |