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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 | $56,575 | $28,109+101.3% | $71,086-20.4% | $56,287+0.5% |
| Participation rate | 17.6% | 40.4%-22.8pp | 54.7%-37.0pp | 69.9%-52.2pp |
| Annual return | -11.30% | -615.05%+603.8pp | 650.59%-661.9pp | -9.96%-1.3pp |
| Employer contribution / active EE | $1,656 | $558+196.9% | $1,088+52.2% | $2,111-21.6% |
| Participant deferral / active EE | $1,673 | $1,116+50.0% | $1,874-10.7% | $3,350-50.0% |
| Admin fee / account holder | $8,795 | $585+1404.1% | $3,082+185.3% | $521+1588.3% |