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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 | $47,782 | $45,566+4.9% | $64,105-25.5% | $59,633-19.9% |
| Participation rate | 51.3% | 60.2%-8.9pp | 68.2%-16.9pp | 68.7%-17.4pp |
| Annual return | -3.03% | 4.95%-8.0pp | 791.24%-794.3pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,931 | $2,057-6.1% | $2,822-31.6% | $3,192-39.5% |
| Admin fee / account holder | $10,661 | $3,268+226.3% | $4,499+136.9% | $4,297+148.1% |