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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 | $47,396 | $138,076-65.7% | $123,553-61.6% | $135,380-65.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -10.88% | 153.70%-164.6pp | 119.21%-130.1pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,564 | $5,152-69.6% | $4,628-66.2% | $4,779-67.3% |
| Participant deferral / active EE | $7,299 | $6,800+7.3% | $6,426+13.6% | $5,609+30.1% |
| Admin fee / account holder | $326 | $10,917-97.0% | $9,284-96.5% | $10,828-97.0% |