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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 | $45,550 | $68,996-34.0% | $159,991-71.5% | $68,495-33.5% |
| Participation rate | 53.4% | 65.4%-12.0pp | 78.0%-24.5pp | 67.9%-14.5pp |
| Annual return | -22.85% | -9.65%-13.2pp | 408.82%-431.7pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,995 | $4,211+42.4% | $6,183-3.0% | $4,028+48.9% |
| Admin fee / account holder | $1,155 | $4,797-75.9% | $8,715-86.7% | $5,403-78.6% |