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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 | $61,652 | $67,396-8.5% | $60,919+1.2% | $134,545-54.2% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -40.10% | 50.12%-90.2pp | 16.96%-57.1pp | 418.37%-458.5pp |
| Employer contribution / active EE | $462 | $3,101-85.1% | $2,704-82.9% | $4,742-90.3% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,064 | $4,590+10.3% | $3,228+56.9% | $11,431-55.7% |