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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 | $52,083 | $152,542-65.9% | $117,498-55.7% | $134,509-61.3% |
| Participation rate | 57.1% | 77.1%-20.0pp | 70.6%-13.5pp | 81.2%-24.1pp |
| Annual return | -66.13% | 53.02%-119.1pp | 29.75%-95.9pp | 418.13%-484.3pp |
| Employer contribution / active EE | $1,548 | $5,574-72.2% | $4,178-62.9% | $4,741-67.3% |
| Participant deferral / active EE | $3,842 | $4,819-20.3% | $4,071-5.6% | $6,400-40.0% |
| Admin fee / account holder | $71,822 | $7,006+925.2% | $5,646+1172.1% | $11,427+528.6% |