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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 | $55,495 | $100,060-44.5% | $149,721-62.9% | $70,126-20.9% |
| Participation rate | 53.1% | 83.6%-30.5pp | 87.1%-33.9pp | 69.5%-16.4pp |
| Annual return | -3.06% | 27.46%-30.5pp | 1501.67%-1504.7pp | 73.15%-76.2pp |
| Employer contribution / active EE | $3,184 | $3,661-13.0% | $5,444-41.5% | $2,343+35.9% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,428 | $8,285-70.7% | $11,282-78.5% | $4,645-47.7% |