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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 | $50,420 | $54,357-7.2% | $82,706-39.0% | $68,495-26.4% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -19.98% | -13.67%-6.3pp | 701.76%-721.7pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,227 | $2,218-44.7% | $3,007-59.2% | $2,596-52.7% |
| Participant deferral / active EE | $3,752 | $3,246+15.6% | $4,394-14.6% | $4,028-6.8% |
| Admin fee / account holder | $4,751 | $4,396+8.1% | $5,329-10.8% | $5,403-12.1% |