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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 | $48,288 | $152,651-68.4% | $105,218-54.1% | $125,393-61.5% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.2%-27.2pp | 83.2%-33.2pp |
| Annual return | -3.88% | 8.24%-12.1pp | 5.33%-9.2pp | 282.23%-286.1pp |
| Employer contribution / active EE | $2,260 | $4,802-52.9% | $3,255-30.6% | $4,866-53.6% |
| Participant deferral / active EE | $5,151 | $6,660-22.7% | $4,867+5.8% | $5,351-3.7% |
| Admin fee / account holder | $24,909 | $14,248+74.8% | $6,992+256.2% | $9,541+161.1% |