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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 | $86,628 | $167,362-48.2% | $143,799-39.8% | $134,532-35.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.49% | 0.47%-26.0pp | -0.04%-25.4pp | 418.27%-443.8pp |
| Employer contribution / active EE | $13,500 | $5,620+140.2% | $4,952+172.6% | $4,741+184.7% |
| Participant deferral / active EE | $2,700 | $6,447-58.1% | $5,638-52.1% | $6,401-57.8% |
| Admin fee / account holder | $15,845 | $18,094-12.4% | $14,677+8.0% | $11,429+38.6% |