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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 | $24,723 | $100,792-75.5% | $86,691-71.5% | $134,509-81.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -45.30% | 29.08%-74.4pp | 35.94%-81.2pp | 418.13%-463.4pp |
| Employer contribution / active EE | $3,098 | $3,491-11.3% | $2,837+9.2% | $4,741-34.7% |
| Participant deferral / active EE | $6,644 | $5,339+24.4% | $4,656+42.7% | $6,400+3.8% |
| Admin fee / account holder | $5,657 | $10,924-48.2% | $7,492-24.5% | $11,427-50.5% |