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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 | $23,500 | $152,542-84.6% | $117,498-80.0% | $134,509-82.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -93.70% | 53.02%-146.7pp | 29.75%-123.5pp | 418.13%-511.8pp |
| Employer contribution / active EE | $3,290 | $5,574-41.0% | $4,178-21.3% | $4,741-30.6% |
| Participant deferral / active EE | $3,290 | $4,819-31.7% | $4,071-19.2% | $6,400-48.6% |
| Admin fee / account holder | $953 | $7,006-86.4% | $5,646-83.1% | $11,427-91.7% |