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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 | $55,247 | $59,111-6.5% | $86,451-36.1% | $68,490-19.3% |
| Participation rate | 61.0% | 75.2%-14.3pp | 80.3%-19.4pp | 67.9%-6.9pp |
| Annual return | -21.93% | -0.22%-21.7pp | 4398.51%-4420.4pp | -7.85%-14.1pp |
| Employer contribution / active EE | $2,513 | $2,519-0.2% | $3,770-33.3% | $2,597-3.2% |
| Participant deferral / active EE | $4,583 | $5,900-22.3% | $6,953-34.1% | $4,028+13.8% |
| Admin fee / account holder | $19,882 | $5,640+252.5% | $6,734+195.2% | $5,403+268.0% |