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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 | $61,344 | $138,075-55.6% | $123,552-50.3% | $135,379-54.7% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -9.71% | 153.70%-163.4pp | 119.20%-128.9pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,437 | $5,152-72.1% | $4,628-69.0% | $4,779-69.9% |
| Participant deferral / active EE | $3,422 | $6,800-49.7% | $6,426-46.7% | $5,609-39.0% |
| Admin fee / account holder | $2,362 | $10,917-78.4% | $9,285-74.6% | $10,828-78.2% |