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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 | $52,577 | $100,139-47.5% | $85,187-38.3% | $145,884-64.0% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | -8.59% | 84.15%-92.7pp | 66.67%-75.3pp | 551.85%-560.4pp |
| Employer contribution / active EE | $1,304 | $3,238-59.7% | $2,732-52.3% | $4,662-72.0% |
| Participant deferral / active EE | $3,432 | $5,296-35.2% | $4,525-24.1% | $6,690-48.7% |
| Admin fee / account holder | $38,217 | $7,262+426.3% | $6,162+520.2% | $13,392+185.4% |