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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 | $51,314 | $78,425-34.6% | $95,956-46.5% | $79,858-35.7% |
| Participation rate | 60.5% | 73.5%-13.0pp | 77.1%-16.6pp | 69.6%-9.2pp |
| Annual return | -46.26% | 19.37%-65.6pp | 91.63%-137.9pp | 31.72%-78.0pp |
| Employer contribution / active EE | $540 | $1,945-72.2% | $2,541-78.8% | $2,471-78.2% |
| Participant deferral / active EE | $2,889 | $3,440-16.0% | $4,167-30.7% | $3,740-22.7% |
| Admin fee / account holder | $23,695 | $5,622+321.5% | $6,797+248.6% | $5,306+346.6% |