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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 | $51,653 | $27,632+86.9% | $61,452-15.9% | $68,486-24.6% |
| Participation rate | 12.1% | 39.5%-27.4pp | 52.6%-40.4pp | 67.9%-55.8pp |
| Annual return | -34.02% | -13.24%-20.8pp | 338.96%-373.0pp | -7.85%-26.2pp |
| Employer contribution / active EE | $996 | $696+43.1% | $1,160-14.1% | $2,597-61.7% |
| Participant deferral / active EE | $975 | $1,264-22.8% | $2,125-54.1% | $4,028-75.8% |
| Admin fee / account holder | $95,299 | $2,010+4640.7% | $2,131+4372.1% | $5,404+1663.5% |