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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 | $54,061 | $167,352-67.7% | $143,788-62.4% | $134,509-59.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.57% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.7pp |
| Employer contribution / active EE | $2,423 | $5,620-56.9% | $4,952-51.1% | $4,741-48.9% |
| Participant deferral / active EE | $5,225 | $6,447-19.0% | $5,638-7.3% | $6,400-18.4% |
| Admin fee / account holder | $615 | $18,091-96.6% | $14,675-95.8% | $11,427-94.6% |