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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 | $77,477 | $168,635-54.1% | $147,617-47.5% | $125,389-38.2% |
| Participation rate | 38.5% | 88.8%-50.3pp | 84.6%-46.2pp | 83.2%-44.7pp |
| Annual return | -4.59% | 77.65%-82.2pp | 61.98%-66.6pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,307 | $6,252-79.1% | $5,564-76.5% | $4,866-73.1% |
| Participant deferral / active EE | $3,294 | $5,507-40.2% | $4,895-32.7% | $5,352-38.5% |
| Admin fee / account holder | $9,117 | $13,580-32.9% | $11,612-21.5% | $9,541-4.4% |