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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 | $39,207 | $183,592-78.6% | $155,574-74.8% | $145,877-73.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -69.77% | 61.37%-131.1pp | 64.87%-134.6pp | 551.28%-621.1pp |
| Employer contribution / active EE | $2,407 | $5,317-54.7% | $4,676-48.5% | $4,663-48.4% |
| Participant deferral / active EE | $8,472 | $6,466+31.0% | $5,629+50.5% | $6,691+26.6% |
| Admin fee / account holder | $2,055 | $19,316-89.4% | $15,914-87.1% | $13,402-84.7% |