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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 | $34,415 | $162,136-78.8% | $152,301-77.4% | $154,746-77.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | -4.58% | 91.02%-95.6pp | 80.50%-85.1pp | 172.34%-176.9pp |
| Employer contribution / active EE | $4,415 | $4,890-9.7% | $4,624-4.5% | $4,379+0.8% |
| Participant deferral / active EE | $4,415 | $8,341-47.1% | $8,004-44.8% | $6,730-34.4% |
| Admin fee / account holder | $215,733 | $15,759+1268.9% | $14,398+1398.4% | $14,365+1401.8% |