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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 | $61,999 | $70,684-12.3% | $169,397-63.4% | $75,177-17.5% |
| Participation rate | 41.4% | 64.8%-23.4pp | 77.2%-35.8pp | 67.2%-25.8pp |
| Annual return | -47.79% | 36.38%-84.2pp | 406.23%-454.0pp | 160.75%-208.5pp |
| Employer contribution / active EE | $4,327 | $2,211+95.7% | $4,013+7.8% | $2,671+62.0% |
| Participant deferral / active EE | $7,770 | $4,310+80.3% | $6,223+24.9% | $4,126+88.3% |
| Admin fee / account holder | $50,366 | $5,404+832.0% | $9,017+458.5% | $5,651+791.2% |