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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 | $53,168 | $138,075-61.5% | $123,552-57.0% | $135,379-60.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -17.70% | 153.70%-171.4pp | 119.20%-136.9pp | 519.79%-537.5pp |
| Employer contribution / active EE | $17,171 | $5,152+233.3% | $4,628+271.0% | $4,779+259.3% |
| Participant deferral / active EE | $7,725 | $6,800+13.6% | $6,426+20.2% | $5,609+37.7% |
| Admin fee / account holder | $402 | $10,917-96.3% | $9,285-95.7% | $10,828-96.3% |