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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 | $43,628 | $100,139-56.4% | $85,187-48.8% | $145,884-70.1% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | -65.89% | 84.15%-150.0pp | 66.67%-132.6pp | 551.85%-617.7pp |
| Employer contribution / active EE | $5,341 | $3,238+65.0% | $2,732+95.5% | $4,662+14.6% |
| Participant deferral / active EE | $14,583 | $5,296+175.4% | $4,525+222.3% | $6,690+118.0% |
| Admin fee / account holder | $761 | $7,262-89.5% | $6,162-87.7% | $13,392-94.3% |