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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 | $39,759 | $167,352-76.2% | $143,788-72.3% | $134,509-70.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -26.50% | 0.47%-27.0pp | -0.03%-26.5pp | 418.13%-444.6pp |
| Employer contribution / active EE | $2,033 | $5,620-63.8% | $4,952-59.0% | $4,741-57.1% |
| Participant deferral / active EE | $10,585 | $6,447+64.2% | $5,638+87.7% | $6,400+65.4% |
| Admin fee / account holder | $643 | $18,091-96.4% | $14,675-95.6% | $11,427-94.4% |