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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 | $60,456 | $167,353-63.9% | $143,797-58.0% | $134,545-55.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -26.38% | 0.48%-26.9pp | -0.04%-26.3pp | 418.37%-444.7pp |
| Employer contribution / active EE | $2,204 | $5,620-60.8% | $4,952-55.5% | $4,742-53.5% |
| Participant deferral / active EE | $9,750 | $6,447+51.2% | $5,638+72.9% | $6,401+52.3% |
| Admin fee / account holder | $1,503 | $18,096-91.7% | $14,679-89.8% | $11,431-86.9% |