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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 | $61,401 | $158,852-61.3% | $121,220-49.3% | $135,379-54.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -10.54% | -0.64%-9.9pp | 16.94%-27.5pp | 519.79%-530.3pp |
| Employer contribution / active EE | $2,500 | $5,666-55.9% | $4,023-37.9% | $4,779-47.7% |
| Participant deferral / active EE | $5,218 | $4,006+30.3% | $3,345+56.0% | $5,609-7.0% |
| Admin fee / account holder | $588 | $6,515-91.0% | $5,021-88.3% | $10,828-94.6% |