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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 | $30,800 | $133,981-77.0% | $112,249-72.6% | $134,532-77.1% |
| Participation rate | 58.8% | 78.6%-19.7pp | 75.1%-16.2pp | 81.2%-22.4pp |
| Annual return | -57.90% | 47.16%-105.1pp | 27.48%-85.4pp | 418.27%-476.2pp |
| Employer contribution / active EE | $2,334 | $4,040-42.2% | $3,636-35.8% | $4,741-50.8% |
| Participant deferral / active EE | $1,834 | $5,292-65.3% | $4,729-61.2% | $6,401-71.3% |
| Admin fee / account holder | $26,961 | $7,492+259.9% | $6,412+320.4% | $11,429+135.9% |