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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 | $60,724 | $167,533-63.8% | $151,645-60.0% | $134,545-54.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -21.59% | 7.81%-29.4pp | 3.34%-24.9pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,725 | $6,828-60.1% | $6,165-55.8% | $4,742-42.5% |
| Participant deferral / active EE | $13,500 | $8,985+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $325 | $13,781-97.6% | $11,614-97.2% | $11,431-97.2% |