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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 | $55,217 | $56,116-1.6% | $135,768-59.3% | $86,983-36.5% |
| Participation rate | 17.4% | 60.1%-42.7pp | 71.1%-53.7pp | 69.5%-52.2pp |
| Annual return | -1.46% | 125.33%-126.8pp | 526.10%-527.6pp | 25.83%-27.3pp |
| Employer contribution / active EE | $507 | $1,528-66.8% | $3,394-85.1% | $2,584-80.4% |
| Participant deferral / active EE | $1,240 | $2,690-53.9% | $3,977-68.8% | $4,194-70.4% |
| Admin fee / account holder | $54,700 | $4,314+1168.0% | $7,048+676.1% | $7,856+596.3% |