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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 | $52,477 | $209,336-74.9% | $197,124-73.4% | $137,256-61.8% |
| Participation rate | 25.0% | 87.3%-62.3pp | 86.7%-61.7pp | 80.0%-55.0pp |
| Annual return | -2.42% | 48.09%-50.5pp | 44.34%-46.8pp | 220.34%-222.8pp |
| Employer contribution / active EE | $2,087 | $6,591-68.3% | $6,227-66.5% | $4,156-49.8% |
| Participant deferral / active EE | $5,592 | $9,614-41.8% | $9,135-38.8% | $6,407-12.7% |
| Admin fee / account holder | $106,645 | $17,308+516.2% | $16,298+554.3% | $12,270+769.1% |