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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 | $51,334 | $78,694-34.8% | $67,652-24.1% | $125,389-59.1% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -6.52% | 9.46%-16.0pp | 6625.40%-6631.9pp | 282.24%-288.8pp |
| Employer contribution / active EE | $2,910 | $3,044-4.4% | $2,266+28.4% | $4,866-40.2% |
| Participant deferral / active EE | $7,629 | $4,292+77.7% | $3,560+114.3% | $5,352+42.5% |
| Admin fee / account holder | $5,812 | $7,403-21.5% | $4,821+20.6% | $9,541-39.1% |