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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 | $59,029 | $111,878-47.2% | $93,727-37.0% | $145,897-59.5% |
| Participation rate | 47.1% | 74.2%-27.2pp | 68.7%-21.7pp | 80.3%-33.2pp |
| Annual return | -2.99% | 204.28%-207.3pp | 133.83%-136.8pp | 552.29%-555.3pp |
| Employer contribution / active EE | $1,298 | $3,092-58.0% | $2,421-46.4% | $4,663-72.2% |
| Participant deferral / active EE | $2,038 | $4,920-58.6% | $4,417-53.9% | $6,689-69.5% |
| Admin fee / account holder | $713 | $10,256-93.0% | $8,292-91.4% | $13,390-94.7% |