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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 | $78,287 | $52,519+49.1% | $155,789-49.7% | $59,633+31.3% |
| Participation rate | 55.3% | 61.7%-6.4pp | 76.1%-20.8pp | 68.7%-13.4pp |
| Annual return | -3.64% | 53.51%-57.1pp | 71.54%-75.2pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,839-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,064 | $3,084+64.2% | $4,798+5.6% | $3,192+58.7% |
| Admin fee / account holder | $5,505 | $3,540+55.5% | $7,477-26.4% | $4,297+28.1% |