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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 | $46,002 | $190,879-75.9% | $160,009-71.3% | $134,532-65.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -23.14% | 552.63%-575.8pp | 408.85%-432.0pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,205 | $4,995-55.9% | $4,225-47.8% | $4,741-53.5% |
| Participant deferral / active EE | $2,797 | $6,924-59.6% | $6,183-54.8% | $6,401-56.3% |
| Admin fee / account holder | $1,323 | $10,495-87.4% | $8,715-84.8% | $11,429-88.4% |