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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 | $50,369 | $168,635-70.1% | $147,617-65.9% | $125,389-59.8% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -8.12% | 77.65%-85.8pp | 61.98%-70.1pp | 282.24%-290.4pp |
| Employer contribution / active EE | $1,371 | $6,252-78.1% | $5,564-75.4% | $4,866-71.8% |
| Participant deferral / active EE | $3,531 | $5,507-35.9% | $4,895-27.9% | $5,352-34.0% |
| Admin fee / account holder | $4,120 | $13,580-69.7% | $11,612-64.5% | $9,541-56.8% |