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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 | $103,890 | $167,362-37.9% | $143,799-27.8% | $134,532-22.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -33.27% | 0.47%-33.7pp | -0.04%-33.2pp | 418.27%-451.5pp |
| Employer contribution / active EE | $2,400 | $5,620-57.3% | $4,952-51.5% | $4,741-49.4% |
| Participant deferral / active EE | $10,250 | $6,447+59.0% | $5,638+81.8% | $6,401+60.1% |
| Admin fee / account holder | $415 | $18,094-97.7% | $14,677-97.2% | $11,429-96.4% |