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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 | $52,550 | $152,597-65.6% | $117,533-55.3% | $134,532-60.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -24.32% | 53.04%-77.4pp | 29.77%-54.1pp | 418.27%-442.6pp |
| Employer contribution / active EE | $338 | $5,576-93.9% | $4,179-91.9% | $4,741-92.9% |
| Participant deferral / active EE | $10,250 | $4,821+112.6% | $4,072+151.7% | $6,401+60.1% |
| Admin fee / account holder | $586 | $7,007-91.6% | $5,647-89.6% | $11,429-94.9% |