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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 | $46,814 | $100,911-53.6% | $90,440-48.2% | $158,966-70.6% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | -2.34% | 1726.62%-1729.0pp | 1294.38%-1296.7pp | 302.95%-305.3pp |
| Employer contribution / active EE | $3,722 | $3,690+0.9% | $3,263+14.1% | $4,762-21.8% |
| Participant deferral / active EE | $6,594 | $4,348+51.6% | $3,964+66.4% | $5,983+10.2% |
| Admin fee / account holder | $4,734 | $6,507-27.3% | $5,615-15.7% | $11,250-57.9% |