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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 | $41,470 | $138,075-70.0% | $123,552-66.4% | $135,379-69.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -18.11% | 153.70%-171.8pp | 119.20%-137.3pp | 519.79%-537.9pp |
| Employer contribution / active EE | $2,800 | $5,152-45.6% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $13,787 | $6,800+102.8% | $6,426+114.6% | $5,609+145.8% |
| Admin fee / account holder | $1,079 | $10,917-90.1% | $9,285-88.4% | $10,828-90.0% |