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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 | $54,267 | $105,856-48.7% | $90,161-39.8% | $147,585-63.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | -17.60% | 37.63%-55.2pp | 34.89%-52.5pp | 578.58%-596.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,749 | $5,733+17.7% | $5,287+27.6% | $5,439+24.1% |
| Admin fee / account holder | $16,288 | $8,046+102.4% | $5,943+174.1% | $10,886+49.6% |