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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 | $51,894 | $158,852-67.3% | $121,220-57.2% | $135,380-61.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 71.8%-21.8pp | 82.6%-32.6pp |
| Annual return | -10.07% | -0.64%-9.4pp | 16.94%-27.0pp | 519.81%-529.9pp |
| Employer contribution / active EE | $2,504 | $5,666-55.8% | $4,023-37.8% | $4,779-47.6% |
| Participant deferral / active EE | $4,434 | $4,006+10.7% | $3,345+32.5% | $5,609-20.9% |
| Admin fee / account holder | $344 | $6,515-94.7% | $5,021-93.1% | $10,828-96.8% |