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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 | $56,640 | $81,262-30.3% | $155,602-63.6% | $80,911-30.0% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | -85.56% | 33.34%-118.9pp | 64.81%-150.4pp | 35.63%-121.2pp |
| Employer contribution / active EE | $2,928 | $3,102-5.6% | $4,675-37.4% | $2,756+6.3% |
| Participant deferral / active EE | $3,977 | $3,451+15.2% | $5,629-29.3% | $4,297-7.5% |
| Admin fee / account holder | $748 | $7,992-90.6% | $15,923-95.3% | $6,935-89.2% |