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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 | $103,251 | $154,193-33.0% | $130,045-20.6% | $139,466-26.0% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.5%-23.5pp | 80.3%-25.3pp |
| Annual return | 1.00% | 32.51%-31.5pp | -137.30%+138.3pp | 373.66%-372.7pp |
| Employer contribution / active EE | $1,385 | $5,292-73.8% | $4,321-67.9% | $4,754-70.9% |
| Participant deferral / active EE | $2,559 | $6,709-61.9% | $5,820-56.0% | $6,712-61.9% |
| Admin fee / account holder | $7,242 | $13,989-48.2% | $10,600-31.7% | $11,409-36.5% |