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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 | $76,457 | $133,981-42.9% | $112,249-31.9% | $134,532-43.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -34.93% | 47.16%-82.1pp | 27.48%-62.4pp | 418.27%-453.2pp |
| Employer contribution / active EE | $860 | $4,040-78.7% | $3,636-76.4% | $4,741-81.9% |
| Participant deferral / active EE | $2,086 | $5,292-60.6% | $4,729-55.9% | $6,401-67.4% |
| Admin fee / account holder | $18,193 | $7,492+142.8% | $6,412+183.7% | $11,429+59.2% |