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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 | $55,600 | $58,828-5.5% | $78,002-28.7% | $62,881-11.6% |
| Participation rate | 48.0% | 71.1%-23.1pp | 75.5%-27.6pp | 69.3%-21.3pp |
| Annual return | -16.04% | 17.16%-33.2pp | 425.99%-442.0pp | 20.14%-36.2pp |
| Employer contribution / active EE | $490 | $1,672-70.7% | $2,470-80.2% | $2,281-78.5% |
| Participant deferral / active EE | $1,419 | $2,686-47.2% | $3,497-59.4% | $3,203-55.7% |
| Admin fee / account holder | $14,105 | $4,393+221.1% | $5,481+157.3% | $4,296+228.3% |