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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 | $41,253 | $183,592-77.5% | $155,574-73.5% | $145,877-71.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | -29.91% | 61.37%-91.3pp | 64.87%-94.8pp | 551.28%-581.2pp |
| Employer contribution / active EE | $10,463 | $5,317+96.8% | $4,676+123.8% | $4,663+124.4% |
| Participant deferral / active EE | $18,355 | $6,466+183.9% | $5,629+226.1% | $6,691+174.3% |
| Admin fee / account holder | $2,843 | $19,316-85.3% | $15,914-82.1% | $13,402-78.8% |