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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 | $38,764 | $138,076-71.9% | $123,553-68.6% | $135,380-71.4% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -11.67% | 153.70%-165.4pp | 119.21%-130.9pp | 519.81%-531.5pp |
| Employer contribution / active EE | $1,664 | $5,152-67.7% | $4,628-64.0% | $4,779-65.2% |
| Participant deferral / active EE | $4,415 | $6,800-35.1% | $6,426-31.3% | $5,609-21.3% |
| Admin fee / account holder | $447 | $10,917-95.9% | $9,284-95.2% | $10,828-95.9% |