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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 | $52,443 | $138,072-62.0% | $123,549-57.6% | $135,382-61.3% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -9.78% | 153.69%-163.5pp | 119.20%-129.0pp | 519.77%-529.5pp |
| Employer contribution / active EE | $1,125 | $5,152-78.2% | $4,628-75.7% | $4,779-76.5% |
| Participant deferral / active EE | $2,879 | $6,799-57.7% | $6,426-55.2% | $5,609-48.7% |
| Admin fee / account holder | $3,728 | $10,917-65.9% | $9,284-59.8% | $10,829-65.6% |