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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 | $53,558 | $183,539-70.8% | $155,556-65.6% | $145,897-63.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -9.20% | 61.31%-70.5pp | 64.84%-74.0pp | 552.29%-561.5pp |
| Employer contribution / active EE | $2,791 | $5,315-47.5% | $4,675-40.3% | $4,663-40.2% |
| Participant deferral / active EE | $2,791 | $6,467-56.8% | $5,631-50.4% | $6,689-58.3% |
| Admin fee / account holder | $6,459 | $19,275-66.5% | $15,885-59.3% | $13,390-51.8% |