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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 | $39,914 | $167,362-76.2% | $143,799-72.2% | $134,532-70.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -28.44% | 0.47%-28.9pp | -0.04%-28.4pp | 418.27%-446.7pp |
| Employer contribution / active EE | $7,897 | $5,620+40.5% | $4,952+59.5% | $4,741+66.6% |
| Participant deferral / active EE | $20,650 | $6,447+220.3% | $5,638+266.2% | $6,401+222.6% |
| Admin fee / account holder | $3,834 | $18,094-78.8% | $14,677-73.9% | $11,429-66.5% |