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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 | $51,502 | $95,979-46.3% | $74,551-30.9% | $135,380-62.0% |
| Participation rate | 25.0% | 75.7%-50.7pp | 69.1%-44.1pp | 82.6%-57.6pp |
| Annual return | -12.39% | 56.97%-69.4pp | 32.53%-44.9pp | 519.81%-532.2pp |
| Employer contribution / active EE | $1,258 | $2,716-53.7% | $1,961-35.9% | $4,779-73.7% |
| Participant deferral / active EE | $2,547 | $3,844-33.7% | $3,108-18.1% | $5,609-54.6% |
| Admin fee / account holder | $701 | $6,522-89.3% | $5,059-86.2% | $10,828-93.5% |