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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 | $58,205 | $176,794-67.1% | $146,647-60.3% | $167,553-65.3% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | -1.54% | 24.04%-25.6pp | 22.75%-24.3pp | 478.89%-480.4pp |
| Employer contribution / active EE | $21,709 | $5,161+320.6% | $4,137+424.7% | $4,840+348.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $3,333 | $13,262-74.9% | $10,281-67.6% | $12,316-72.9% |