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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 | $32,171 | $117,829-72.7% | $102,423-68.6% | $145,877-77.9% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-20.9pp | 80.3%-24.7pp |
| Annual return | -29.22% | 31.83%-61.1pp | 29.42%-58.6pp | 551.28%-580.5pp |
| Employer contribution / active EE | $2,023 | $3,615-44.0% | $3,023-33.1% | $4,663-56.6% |
| Participant deferral / active EE | $7,662 | $5,732+33.7% | $5,054+51.6% | $6,691+14.5% |
| Admin fee / account holder | $4,400 | $13,335-67.0% | $9,455-53.5% | $13,402-67.2% |