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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 | $35,084 | $85,790-59.1% | $67,313-47.9% | $135,380-74.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -24.66% | -0.54%-24.1pp | -4.08%-20.6pp | 519.81%-544.5pp |
| Employer contribution / active EE | $5,417 | $3,487+55.3% | $2,566+111.1% | $4,779+13.3% |
| Participant deferral / active EE | $6,042 | $4,651+29.9% | $3,568+69.3% | $5,609+7.7% |
| Admin fee / account holder | $869 | $6,392-86.4% | $4,507-80.7% | $10,828-92.0% |