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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 | $54,745 | $88,815-38.4% | $81,882-33.1% | $145,897-62.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -5.08% | 1033.75%-1038.8pp | 779.47%-784.6pp | 552.29%-557.4pp |
| Employer contribution / active EE | $536 | $3,086-82.6% | $2,916-81.6% | $4,663-88.5% |
| Participant deferral / active EE | $1,063 | $4,647-77.1% | $4,323-75.4% | $6,689-84.1% |
| Admin fee / account holder | $25,570 | $8,434+203.2% | $7,360+247.4% | $13,390+91.0% |